Financial Planner, Relationship Manager
Description
This role at RBC involves managing a portfolio of mass affluent clients by providing comprehensive financial reviews, expert advice, and financial planning to build long-term relationships. The successful candidate will be driven to meet targets and deliver world-class financial solutions to help clients achieve their long-term goals.
What We're Looking For
Provide tailor-made financial planning advice, help clients reach goals using investment, credit, and banking solutions, actively grow and maintain a client portfolio to achieve performance targets, and 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. Must possess strong financial acumen, proven networking, client acquisition, and relationship management skills, a track record of partnering and collaboration, and the ability to create a market presence and build COI relationships.
Minimum Education
Not Specified (Financial Planning Designation required)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Winnipeg 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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