RBC Open House Financial Planning | Wednesday January 13th, 2027
Core
Manage and grow portfolios of mass affluent clients by providing comprehensive financial planning advice, investment solutions, and relationship management to help clients achieve long-term goals.
Role type
Senior IC Financial Planner (Mass Affluent)
Builds
Long-term client relationships and financial portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning expertise, client acquisition, networking, bilingualism (English/French), regulatory licensing (IPF, IFIC/CSC)
Preferred skills
Investment and retirement planning specialization
Responsibilities
Provide tailor-made financial planning advice, maintain and expand client portfolios, cultivate relationships with service partners and local markets, acquire new clients, develop external business referral sources
Seniority
Mid-Senior, hands-on IC
