Full-Time

Hybrid

Financial Planner, Relationship Manager

Royal Bank of Canada - Waterloo,Royal Bank of Canada - KITCHENER

Description

RBC is seeking a Financial Planner, Relationship Manager to grow and manage a portfolio of mass affluent clients. The role involves providing comprehensive financial reviews, building long-term relationships through expert advice, and achieving performance targets. The position offers a combination of base and variable compensation, supporting clients in achieving their long-term financial goals.

## Compensation Details

Combination of base and variable compensation.

What We're Looking For

Provide tailor-made financial planning advice and help clients reach their goals using RBC's investment, credit, and everyday banking solutions.,Actively grow, expand, and maintain client portfolio through value-based relationship management practices, meeting 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.,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

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Business Development

Long Term Planning

Soft Skills

Client Centricity

Communication

Networking

Client Acquisition

Relationship Management

Partnering

Collaboration

Work Hours

37.5 hours/week

Benefits

Full benefits

Unlimited earning potential

Dynamic, collaborative, progressive, and high-performing team

World-class training program in financial services

Flexible work/life balance options

Special Commitments

Must be mobile within the Kitchener/Waterloo Markets.

Also Available At

Royal Bank of Canada - KITCHENER

KITCHENER, ON

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.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

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