Financial Planner Relationship

Royal Bank of Canada

Saint-Hyacinthe, Canada
Base: not specified; bonus/equity: variable compen...
Financial planning expertise
Client portfolio management
Value-based relationship management
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients by providing superior advice and ongoing financial planning services

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 ongoing financial planning services.
  • 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 world-class training program, and a dynamic, collaborative, and high-performing team environment.

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 ongoing financial planning services.

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
  • Networking and client acquisition skills
  • Bilingual client service
  • Collaborative team environment

Nice-to-have

  • Passion for holistic financial planning
  • Flexible work/life balance
  • Progressive thinking culture

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter