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 comprehensive financial reviews, offering superior advice, financial planning expertise, and ongoing services to build long-term relationships. The objective is to help clients achieve their long-term financial goals through world-class advice and solutions.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals, utilizing investment, credit, and everyday banking solutions.
Actively maintain and expand a portfolio of clients through value-based relationship management practices, striving 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)
Minimum 3 years' experience in financial planning
Proven networking and client acquisition skills
Ability to develop a strong referral network
Bilingualism (English and French)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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