Financial Planner

Accountancy jobs >> Executive Support




What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow 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 ongoing services. 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 their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

- Actively maintain and expand 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

What do you need to succeed?


- Financial Planning Designation (PFP or CFP)

- Mutual Funds License (IFIC or CSC)

- Minimum 3 years experience in financial planning

- Proven networking and client acquisition skills

- Ability to develop a strong referral network

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

About RBC
Royal Bank of Canada is Canadas largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North Americas leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries.

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Richmond Hill
Address: positions available throughout Richmond Hill and Newmarket
Work Hours/Week: as required
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Position Level: PL09
Required Travel(%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 2017-12-31
Req ID: 152174

Financial Planner
  • 1
  • Negotiable
  • None
  • None
  • Jo-636952
  • Contract
  • 2

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