Financial Planner Relationship

Royal Bank of Canada

Trois-Rivières, , Canada
Base: not specified; bonus/equity: variable compen...
Financial planning expertise
Client portfolio management
Relationship management practices
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 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 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 a world-class training program, full benefits, unlimited earning potential, 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 services.

Salary

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

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client portfolio management
  • Relationship management practices
  • Networking and client acquisition
  • Investment and credit solutions

Nice-to-have

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

Key Requirements

  • Financial Planning Designation (IPF) or in progress
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ financial planning experience
  • Proven networking and client acquisition skills

Work Rights

Not specified

Tailored Resume

Cover Letter