Financial Planner, Relationship Manager
Description
This role at Royal Bank of Canada involves developing and managing a client portfolio, primarily focusing on mass affluent clients. The successful candidate will provide comprehensive financial planning advice, conduct ongoing reviews of financial circumstances, and cultivate long-term relationships. Key responsibilities include utilizing various investment, credit, and banking solutions, meeting performance targets, and building strong relationships with service partners and within local markets to drive business opportunities and referrals.
What We're Looking For
Provide tailor-made financial planning advice to help clients achieve their goals, leveraging a range of investment, credit, and everyday banking solutions.,Actively grow, expand, and maintain a client portfolio through value-based relationship management practices, striving to achieve performance targets.,Cultivate relationships with service partners and within local markets to optimize business opportunities and generate referrals.,Must be mobile within the London, ON Market.
Ideal Candidate
Financial Planning Designation (QAFP, PFP or CFP),Mutual Funds License (IFIC or CSC),Minimum 3 years' experience in financial planning,Strong financial acumen,Proven networking, client acquisition, and relationship management skills,Demonstrated track record of partnering and collaboration,Ability to create a market presence and build Centers of Influence (COI) relationships,Ability to be mobile throughout the market (Nice to Have)
Minimum Education
Financial Planning Designation (QAFP, PFP or CFP)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the London, ON 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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