Financial Planner, Relationship Manager
Financial Planner, Relationship Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary
Job Description
What is the opportunity
As an RBC Financial Planner you have the opportunity to grow and manage 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.
** Please be advised specific location is to be determined and successful incumbent must be mobile within the following Markets: Prince Albert; North Battleford; Meadow Lake; Nipawin SK. **
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 grow expand and maintain 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
What do you need to succeed
Must-have
Financial Planning Designation (QAFP PFP or CFP)
Mutual Funds License (IFIC or CSC)
Minimum 3 years experience in financial planning
A strong financial acumen along with proven networking client acquisition and relationship management skills and track record of partnering and collaboration
Ability to create a market presence build COI relationships and cultivate strong partner relationships
Nice to Have
Ability to be mobilethroughout the market
Whats in it for you
We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic collaborative progressive and high-performing team
A world-class training program in financial services
Flexible work/life balance options
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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Required Experience:
Manager
Employment Type
Full-Time
