Financial Planner: Unlimited Earnings & World‑Class Training

RBC; Richmond Hill; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Dynamic team

World-class training

Flexible work-life balance

Job summary

RBC Financial Planning in Richmond Hill is seeking a Financial Planner to manage a portfolio of mass affluent clients, deliver comprehensive financial planning, and build lasting client relationships. You’ll offer advice across investments, credit, and daily banking solutions, with base plus variable compensation.

This role emphasizes holistic planning and meeting performance targets. The ideal candidate has a QAFP/PFP/CFP designation, an IFIC/CSC license, and at least 3 years in financial

Qualifications

• Designations: CFP, PFP or QAFP required.
• Mutual funds license (IFIC or CSC) required.
• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with networking and relationship skills.
• Ability to build market presence and partner relationships.

Responsibilities

• Provide tailored financial planning to help clients reach their goals.
• Grow and maintain a client portfolio to meet targets.
• Develop partnerships with service providers and local markets.

Skills

Financial planning

Networking

Relationship management

Client acquisition

Communication

Education

CFP/PFP/QAFP designation

IFIC or CSC license

Job description

RBC Financial Planning in Richmond Hill is seeking a Financial Planner to manage a portfolio of mass affluent clients, deliver comprehensive financial planning, and build lasting client relationships. You’ll offer advice across investments, credit, and daily banking solutions, with base plus variable compensation.

This role emphasizes holistic planning and meeting performance targets. The ideal candidate has a QAFP/PFP/CFP designation, an IFIC/CSC license, and at least 3 years in financial