Accounting & Finance

Holistic Financial Planner — Grow a Mass‑Affluent Portfolio

RBC

Toronto · Ontario · Canada

RBC Financial Planner role in Toronto focuses on growing and managing a portfolio of mass affluent clients. You perform ongoing reviews, offering holistic planning and world-class advice to help clients achieve long-term goals, with base plus variable compensation.

You will actively grow your client base, build strong COI relationships, and collaborate with partners to maximize opportunities in a dynamic team environment.

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Reference: WJ-291_11702028

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