Description
The RBC Financial Planner manages and expands a portfolio of mass affluent clients, providing comprehensive financial reviews and building long-term relationships. This role involves offering expert advice, financial planning, and ongoing services to help clients achieve their long-term financial goals, leveraging RBC's investment, credit, and banking solutions.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals.,Actively maintain and expand client portfolio using value-based relationship management practices.,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
Special Commitments
Bilingualism (English and French) required
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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