Description
As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients, providing comprehensive financial reviews and building long-term relationships through expert advice and ongoing services. This role requires energy to meet targets and a passion for holistic financial planning to help clients achieve their goals.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals using investment, credit, and everyday banking solutions.,Actively maintain and expand client portfolio using value-based relationship management practices, achieving performance targets.,Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (IPF) or in the process of completion,Mutual Funds License (IFIC or CSC),Proven networking and client acquisition skills,Ability to develop a strong referral network
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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