Financial Planner, Relationship Manager
Description
The role involves growing and managing a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances, and building long-term relationships through superior advice and financial planning expertise. The successful candidate will provide tailored financial planning advice, expand their client base through value-based relationship management, and cultivate relationships with service partners to optimize business opportunities and referrals.
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 a 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.,Must have a Financial Planning Designation (QAFP, PFP or CFP).,Must have a Mutual Funds License (IFIC or CSC).,Minimum 3 years' experience in financial planning.,Possess strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration.,Ability to create a market presence, build COI relationships, and cultivate strong partner relationships.
Ideal Candidate
Financial Planning Designation (QAFP, PFP or CFP),Mutual Funds License (IFIC or CSC)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile to all Saskatoon branches
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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