Strategic Wealth Planner & Client Advisor

RBC; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa is looking for a Financial Planner to manage a portfolio of mass affluent clients. In this role, you will provide customized financial planning advice and help clients achieve their long-term goals. The ideal candidate will have a Financial Planning Designation and at least 3 years of experience in financial planning. You will also benefit from a full-time position with unlimited earning potential, along with a supportive team and dynamic work environment.

Benefits

Full benefits

Dynamic collaborative team

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning within a financial institution.
• Strong investment and credit experience/knowledge.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor‑made financial planning advice to help clients reach their goals.
• Acquire and consolidate existing and new‑to‑RBC clients and assets.
• Actively maintain and expand your portfolio of clients.
• Cultivate relationships to optimize business opportunities.

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

A leading financial institution in Ottawa is looking for a Financial Planner to manage a portfolio of mass affluent clients. In this role, you will provide customized financial planning advice and help clients achieve their long-term goals. The ideal candidate will have a Financial Planning Designation and at least 3 years of experience in financial planning. You will also benefit from a full-time position with unlimited earning potential, along with a supportive team and dynamic work environment.