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Financial Planner: Client Portfolio

Job in Toronto, Ontario, C6A, Canada
Listing for: RBC
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Position: Financial Planner: Grow Your Client Portfolio & Benefits
A leading financial institution in Toronto seeks a Financial Planner to grow and manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice, cultivating relationships, and achieving performance targets. The ideal candidate should have a Financial Planning Designation, a minimum of 3 years of experience in financial planning, and excellent client management skills. The position offers full benefits and a flexible work-life balance.
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