Financial Planner, Relationship Manager
Description
As an RBC Financial Planner, you will manage and expand a portfolio of mass affluent clients in the Estevan and surrounding areas. The role involves providing comprehensive financial reviews, building long-term relationships through expert advice, and offering financial planning expertise and ongoing services. You are expected to be mobile within these markets. The position requires energy to meet targets and a passion for holistic financial planning to deliver world-class advice and solutions, helping clients achieve their long-term financial goals. Compensation includes a base salary plus variable components.
## Compensation Details
Compensation includes a base salary plus variable components.
What We're Looking For
Provide tailor-made financial planning advice and solutions to help clients achieve their goals, utilizing RBC's investment, credit, and everyday banking solutions.,Actively maintain and expand your client portfolio using value-based relationship management practices and meet performance targets.,Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (PFP or CFP or QAFP),Mutual Funds License (IFIC or CSC)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Estevan and Surrounding markets.
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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