Financial Planner

As a Financial Planner, the work centres on managing a portfolio of mass affluent clients. It would suit someone who can bring communication, Développement d'entreprise, Orientation client, Planification à long terme to the role.

Who the work supports

As an RBC Financial Planner, you have the opportunity to grow. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

How support shows up

Manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongo. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve thei.

The approach that fits

Communication, Développement d'entreprise, Orientation client, Planification à long terme.

What needs to be in place

• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.

Job details

• Full-time RBC employee status with unlimited earning potential and full benefits.
• Additional detail: Training or development support may be provided.