Financial Planner Relationship

Royal Bank of Canada

Val-D'Or, Quebec, Canada
Base: not specified; bonus/equity: variable compen...
Financial planning advice
Portfolio management
Client acquisition and networking
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients by providing 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 by providing superior advice and financial planning expertise.
  • You will actively maintain and expand your client portfolio using value-based relationship management practices and cultivate relationships with service partners to optimize business opportunities.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, a dynamic and collaborative team environment, and a world-class training program.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Financial planning advice
  • Portfolio management
  • Client acquisition and networking
  • Value-based relationship management
  • Investment and credit solutions

Nice-to-have

  • Holistic financial planning passion
  • Collaborative team environment
  • Flexible work/life balance
  • Progressive thinking culture
  • World-class training program

Key Requirements

  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ financial planning experience
  • Proven networking and client acquisition skills
  • Ability to develop strong referral network

Work Rights

Not specified

Tailored Resume

Cover Letter