Rbc Financial Planner Pickering

Royal Bank of Canada

Build and manage mass affluent client portfolios as an RBC Financial Planner in Pickering, applying financial planning expertise and relationship management.This full-time RBC position serves clients through comprehensive reviews, tailored advice, and ongoing services. You will provide holistic planning using investment, credit, and everyday banking solutions. Success includes growing relationships and achieving performance targets.Key Responsibilities:
Provide tailored financial planning advice for client goalsReview clients' financial circumstances comprehensively and regularlyGrow, expand, and maintain a client portfolioUse value-based relationship management practices to achieve targetsCultivate service partner and local market relationshipsRequirements:
Hold a QAFP, PFP, or CFP designationMaintain an IFIC or CSC Mutual Funds LicenseBring at least three years of financial planning experienceDemonstrate financial acumen and client acquisition skillsBuild COI and strong partner relationshipsApply financial planning, networking, and relationship management expertise while advising RBC clients and developing a Pickering market presence.
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Vacancy posted 24 minutes ago

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