You will work closely with portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners
Job Summary
You will work closely with portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.
The role offers the ability to make a difference and lasting impact while working in a dynamic, collaborative, progressive, and high-performing team.
RBC provides a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
Matching Summary
You will work closely with portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.
Salary
Base: Competitive compensation; Bonus/Equity: Bonuses and commissions; Benefits: Flexible benefits and stock where applicable
Skills & Requirements
Must-have
Financial planning for high-net-worth clients
Bilingualism in English and French
Client relationship management
Financial modeling and projections
Collaboration with portfolio managers
Use of Microsoft 365 business applications
Nice-to-have
Strong analytical and problem solving skills
High client service orientation
Team development and knowledge sharing
Progressive and collaborative team environment
Key Requirements
7+ years experience in financial planning or wealth management
Financial planner diploma from Institute of Financial Planning