Financial Planner, Relationship Manager
Description
This role involves managing a portfolio of mass affluent clients, providing comprehensive financial reviews, and building long-term relationships through expert advice and financial planning. The individual is expected to meet targets and provide world-class solutions to help clients achieve their goals.
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 grow, expand, and maintain client portfolio through 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),Strong financial acumen,Proven networking, client acquisition, and relationship management skills,Track record of partnering and collaboration,Ability to create a market presence, build COI relationships, and cultivate strong partner relationships,Ability to be mobile throughout the market (Nice to Have)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Ability to be mobile throughout the market
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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