Financial Planner Relationship Manager
Description
As an RBC Financial Planner, you will manage and expand a portfolio of mass affluent clients, providing comprehensive financial reviews and building long-term relationships. This role focuses on delivering superior advice, financial planning expertise, and ongoing services to help clients achieve their long-term goals through world-class solutions.
What We're Looking For
Provide tailor-made financial planning advice using investment, credit, and everyday banking solutions.,Actively grow, expand, and maintain a client portfolio through value-based relationship management, 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.,Strong financial acumen.,Proven networking, client acquisition, and relationship management skills, with 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
Ability to be mobile throughout the market
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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