Financial Advisor & Client Manager at RBC

Pursue a fulfilling career at RBC as a Financial Advisor focusing on mass affluent clients. Leverage your financial planning expertise to create significant, long-lasting client relationships.
As a Financial Advisor, you will manage a portfolio of clients, providing ongoing financial reviews and personalized advice. Your role will require you to acquire new clients while expanding existing relationships through proven value-based practices. Collaborating with service partners is crucial to optimizing referral opportunities and enhancing client experiences in financial planning.
Key Responsibilities:
• Provide personalized financial planning guidance to clients
• Acquire new clients and manage existing client relationships
• Actively expand your portfolio through dynamic relationship strategies
• Engage with local markets to maximize business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)

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