Growth‑Oriented Financial Planner | Flexible Hours & Benefits

RBC; Espanola; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Full‑time RBC employee status

Job summary

RBC Financial Planner role in Espanola, Canada, offers the chance to grow and manage a portfolio of mass affluent clients. You’ll provide ongoing comprehensive reviews of clients’ financial circumstances and build long‑term relationships through holistic planning and superior advice.

You will leverage a wide range of investment, credit, and everyday banking solutions to help clients reach their goals, with base plus variable compensation and a focus on performance and referrals.

Qualifications

• Financial Planning Designation (QAFP, PFP or CFP).
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with proven networking, client acquisition, and relationship management skills.

Responsibilities

• Provide tailor‑made financial planning advice and help clients reach their goals, using our investment, credit, and banking solutions.
• Actively grow, expand and maintain your portfolio of clients, achieving performance targets.
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

Job description

RBC Financial Planner role in Espanola, Canada, offers the chance to grow and manage a portfolio of mass affluent clients. You’ll provide ongoing comprehensive reviews of clients’ financial circumstances and build long‑term relationships through holistic planning and superior advice.

You will leverage a wide range of investment, credit, and everyday banking solutions to help clients reach their goals, with base plus variable compensation and a focus on performance and referrals.