Job opportunity
RBC Financial Planner Stratford
Royal Bank of Canada
Financial planning expertise and relationship management define this full-time RBC Financial Planner role in Stratford, Ontario. Serve mass affluent clients with comprehensive advice.
As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You will review financial circumstances, build long-term relationships, and provide advice across investment, credit, and everyday banking solutions. Your work supports client goals through ongoing service and planning.
Key Responsibilities:
Provide tailor-made financial planning advice for client goals
Conduct comprehensive reviews of clients' financial circumstances
Grow, expand, and maintain a client portfolio
Achieve performance targets through relationship management
Cultivate service partner and local market relationships
Requirements:
Hold QAFP, PFP, or CFP designation
Maintain an IFIC or CSC Mutual Funds License
Bring at least three years' financial planning experience
Demonstrate financial acumen and client acquisition skills
Build COI and partner relationships across the market
Apply financial planning, networking, and relationship management expertise as an RBC Financial Planner serving Stratford clients.
#J-18808-Ljbffr
Apply on source site As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You will review financial circumstances, build long-term relationships, and provide advice across investment, credit, and everyday banking solutions. Your work supports client goals through ongoing service and planning.
Key Responsibilities:
Provide tailor-made financial planning advice for client goals
Conduct comprehensive reviews of clients' financial circumstances
Grow, expand, and maintain a client portfolio
Achieve performance targets through relationship management
Cultivate service partner and local market relationships
Requirements:
Hold QAFP, PFP, or CFP designation
Maintain an IFIC or CSC Mutual Funds License
Bring at least three years' financial planning experience
Demonstrate financial acumen and client acquisition skills
Build COI and partner relationships across the market
Apply financial planning, networking, and relationship management expertise as an RBC Financial Planner serving Stratford clients.
#J-18808-Ljbffr