Description
This role at RBC involves managing and expanding a portfolio of mass affluent clients. The Financial Planner will conduct comprehensive financial reviews, provide superior advice and financial planning expertise, and offer ongoing services to build long-term relationships. The position emphasizes meeting targets and delivering world-class solutions to help clients achieve their financial goals.
What We're Looking For
Provide tailor-made financial planning advice, help clients reach their goals using RBC's investment, credit, and everyday banking solutions. Actively maintain and expand your client portfolio using value-based relationship management practices to 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.