Financial Planner, Relationship Manager

Royal Bank of Canada

Chatham-Kent, Canada
Base: not specified; bonus/equity: bonuses + commi...
Portfolio management
Financial planning advice
Client relationship management
As an RBC Financial Planner you have the opportunity to manage and grow a portfolio of mass affluent clients through superior advice and ongoing services

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 ongoing services.
  • You will provide tailor-made financial planning advice using a wide array of investment, credit, and banking solutions while actively expanding your client portfolio.
  • RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, commissions, stock options, 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 through superior advice and ongoing services.

Salary

Base: Not specified; Bonus/Equity: Bonuses and commissions available; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Portfolio management
  • Financial planning advice
  • Client relationship management
  • Networking and client acquisition
  • Performance target achievement

Nice-to-have

  • Collaborative team environment
  • Progressive thinking
  • Career development opportunities
  • Coaching and leadership support
  • Community impact focus

Key Requirements

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 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