Financial Planner, Relationship Manager
Description
The Royal Bank of Canada is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The role involves conducting comprehensive financial reviews, providing expert advice and financial planning, and building long-term client relationships. The successful candidate will be passionate about holistic financial planning and committed to achieving performance targets by offering world-class solutions to help clients reach their financial goals. This posting is for expressing interest in future career opportunities.
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 client portfolio using value-based relationship management practices, while 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
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Perth (Southwestern Ontario) Region.
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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