Financial Planner Relationship

Royal Bank of Canada

Montréal, Canada
Base: not specified; bonus/equity: variable compen...
Financial planning expertise
Client portfolio management
Value-based relationship management
As an RBC Financial Planner, you provide ongoing comprehensive reviews of clients’ financial circumstances, creating long-term relationships through superior advice and financial planning expertise

Job Summary

  • As an RBC Financial Planner, you provide ongoing comprehensive reviews of clients’ financial circumstances, creating long-term relationships through superior advice and financial planning expertise.
  • You actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • Full-time RBC employee status with unlimited earning potential, full benefits, and a world-class training program in financial services.

Matching Summary

As an RBC Financial Planner, you provide ongoing comprehensive reviews of clients’ financial circumstances, creating long-term relationships through superior advice and financial planning expertise.

Salary

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

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client portfolio management
  • Value-based relationship management
  • Bilingual communication English and French
  • Networking and client acquisition skills

Nice-to-have

  • Holistic financial planning passion
  • Collaborative team environment
  • Flexible work/life balance options
  • Progressive thinking culture

Key Requirements

  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • Bilingualism English and French

Work Rights

Not specified

Tailored Resume

Cover Letter