Financial Planner Relationship

Royal Bank of Canada

Saguenay, Canada
Base: not specified; bonus/equity: variable compen...
Tailor-made financial planning advice
Portfolio management and growth
Value-based relationship management
As an RBC Financial Planner, you provide world-class advice and solutions that help clients achieve their long-term goals

Job Summary

  • As an RBC Financial Planner, you provide world-class advice and solutions that help clients achieve their long-term goals.
  • You will actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, and a flexible work/life balance.

Matching Summary

As an RBC Financial Planner, you provide world-class advice and solutions that help clients achieve their long-term goals.

Salary

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

Skills & Requirements

Must-have

  • Tailor-made financial planning advice
  • Portfolio management and growth
  • Value-based relationship management
  • Networking and client acquisition skills
  • Collaboration with service partners

Nice-to-have

  • Passion for holistic financial planning
  • Flexible work/life balance options
  • Dynamic and collaborative team environment
  • World-class training program
  • Progressive thinking culture

Key Requirements

  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • 3 to 5 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network

Work Rights

Not specified

Tailored Resume

Cover Letter