Growth-Driven Financial Planner — Portfolio & Advisory

RBC; Mississauga; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Mississauga is seeking an experienced Financial Planner to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and establishing long-term client relationships. Candidates should have a financial planning designation and a minimum of three years of experience. The position offers full-time employment, unlimited earning potential, and a full benefits package as well as a collaborative work environment.

Benefits

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Strong financial acumen and proven networking skills.
• Ability to create a market presence and cultivate partner relationships.

Responsibilities

• Provide tailor‑made financial planning advice to clients.
• Actively grow and maintain your client portfolio.
• Cultivate relationships with service partners and local markets.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 3 years’ experience in financial planning

Job description

A leading financial institution in Mississauga is seeking an experienced Financial Planner to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and establishing long-term client relationships. Candidates should have a financial planning designation and a minimum of three years of experience. The position offers full-time employment, unlimited earning potential, and a full benefits package as well as a collaborative work environment.