Description
This role involves managing and expanding a portfolio of mass affluent clients by providing comprehensive financial reviews and building long-term relationships. The successful candidate will offer expert advice and financial planning solutions to help clients achieve their long-term financial goals. Compensation includes a base salary plus variable components.
## Compensation Details
Compensation includes a base salary plus variable components.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals, utilizing investment, credit, and everyday banking solutions.
Actively maintain and expand client portfolios 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 (IPF)
Mutual Funds License (IFIC or CSC)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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