Financial Planner, Relationship Manager
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. Your role involves offering superior advice, financial planning expertise, and ongoing services to help clients achieve their long-term goals. The position requires a passion for holistic financial planning and the drive to meet targets, with compensation including a base salary plus variable components.
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 through value-based relationship management practices, meeting performance targets.,Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (PFP or CFP),Mutual Funds License (IFIC or CSC)
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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