Financial Planner Relationship
Description
This role at RBC involves managing and expanding a portfolio of mass affluent clients. The Financial Planner is responsible for providing ongoing comprehensive financial reviews, building long-term relationships through expert advice and financial planning, and achieving performance targets by offering world-class solutions to help clients reach their long-term goals. The compensation structure includes a base salary plus variable components with unlimited earning potential.
## Compensation Details
The compensation structure includes a base salary plus variable components with unlimited earning potential.
What We're Looking For
Provide tailor-made financial planning advice and help clients achieve their goals using RBC’s investment, credit, and everyday banking solutions.,Actively maintain and expand a portfolio of clients using value-based relationship management practices and achieve performance targets.,Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (IPF),Mutual Funds License (IFIC or CSC)
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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