Wealth Planner for Mass Affluent

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

Job summary

RBC in Timmins, Ontario is seeking a Financial Planner to manage a portfolio of mass affluent clients. You will deliver comprehensive reviews and holistic financial planning, building long-term client relationships through expert advice and ongoing service.

The role offers base plus variable compensation, with unlimited earning potential and full benefits, and a focus on meeting targets while delivering world-class financial solutions tailored to client goals.

Qualifications

• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
• Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
• Ability to be mobile throughout the market

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Skills

Business development

Client centricity

Communication

Long term planning

Job description

RBC in Timmins, Ontario is seeking a Financial Planner to manage a portfolio of mass affluent clients. You will deliver comprehensive reviews and holistic financial planning, building long-term client relationships through expert advice and ongoing service.

The role offers base plus variable compensation, with unlimited earning potential and full benefits, and a focus on meeting targets while delivering world-class financial solutions tailored to client goals.