Holistic Financial Planner — Grow a Mass‑Affluent Portfolio

RBC; Toronto; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Job summary

RBC Financial Planner role in Toronto focuses on growing and managing a portfolio of mass affluent clients. You perform ongoing reviews, offering holistic planning and world-class advice to help clients achieve long-term goals, with base plus variable compensation.

You will actively grow your client base, build strong COI relationships, and collaborate with partners to maximize opportunities in a dynamic team environment.

Qualifications

• Proficiency in financial planning and holistic client reviews.
• Strong networking, client acquisition and relationship management skills.
• Ability to build a market presence and partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to help clients reach goals.
• Grow and maintain a portfolio of mass affluent clients to meet targets.
• Cultivate relationships with service partners and local markets for referrals.

Skills

Business development

Client centricity

Communication

Long-term planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

RBC Financial Planner role in Toronto focuses on growing and managing a portfolio of mass affluent clients. You perform ongoing reviews, offering holistic planning and world-class advice to help clients achieve long-term goals, with base plus variable compensation.

You will actively grow your client base, build strong COI relationships, and collaborate with partners to maximize opportunities in a dynamic team environment.