Financial Planner, Relationship Manager
Description
RBC is seeking a Financial Planner, Relationship Manager to grow and manage a portfolio of mass affluent clients. The role involves providing comprehensive financial reviews, building long-term relationships through expert advice, and achieving performance targets. The successful candidate will deliver world-class advice and solutions to help clients achieve their financial goals.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals, using RBC's investment, credit, and everyday banking solutions,
Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets,
Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Ideal Candidate
Financial Planning Designation (QAFP, PFP or CFP),
Mutual Funds License (IFIC or CSC),
Minimum 3 years' experience in financial planning,
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration,
Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Ability to be mobile throughout the market (Nice to Have)
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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