Financial Planner Relationship
Financial Planner Relationship
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Job Description
Job Summary
Job Description
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
Manage a book of 350 clients
What do you need to succeed
Must-have
Financial Planning Designation (IQPF)
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
- Bilingualism (English and French) required as you will regularly serve our clients with English and French-speaking needs.
Italian speaking an asset hability to communicate to serve our Italian speaking customers in this market.
What are the advantages for you
We strive to meet the challenge of being our best mind a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other realize our potential make a difference for our communities and achieve mutual success.
- Network and develop lasting relationships with students from diverse backgrounds across Canada
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
- Leaders who support your development with coaching and learning opportunities
- Work in a dynamic collaborative progressive and high-performance team
- Ability to make a difference and lasting impact
- Enjoy a comfortable work environment with the ability to dress casually
Job Skills
Business Development Client Centricity Communication Long Term PlanningAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
Employment Type
Full-Time
