Description
As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and building long-term relationships. This involves leveraging RBC's investment, credit, and everyday banking solutions to help clients achieve their financial goals. You will actively expand your client base, meet performance targets, and cultivate relationships with partners for referrals and business opportunities.
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 your portfolio of clients 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
Ability to be mobile throughout the market (nice-to-have, but important for some locations)
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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