Financial Planner

Royal Bank of Canada

Grande Prairie, Canada
Base: not specified; bonus/equity: variable compen...
Portfolio management
Financial planning advice
Client acquisition skills
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients through superior advice and financial planning expertise

Job Summary

  • As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients through superior advice and financial planning expertise.
  • You will provide tailor-made financial planning advice, maintain and expand your client portfolio, and cultivate relationships to optimize business opportunities and referrals.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, a world-class training program, and flexible work/life balance options.

Matching Summary

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients through superior advice and financial planning expertise.

Salary

Base: Not specified; Bonus/Equity: Variable compensation; Benefits: Full benefits

Skills & Requirements

Must-have

  • Portfolio management
  • Financial planning advice
  • Client acquisition skills
  • Relationship management
  • Flexible work schedule

Nice-to-have

  • Collaborative team environment
  • Progressive thinking
  • Work/life balance options
  • Networking and referral development
  • High-performing team

Key Requirements

  • Financial Planning Designation (PFP, QAFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Flexibility to work evenings and Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter