Description
The RBC Financial Planner manages and expands a portfolio of mass affluent clients, providing comprehensive financial reviews, expertise, and ongoing services. The role focuses on creating long-term relationships and delivering world-class advice and solutions to help clients achieve their financial goals, with a compensation structure of base salary plus variable earnings.
What We're Looking For
Provide tailor-made financial planning advice and help clients reach their goals using investment, credit, and everyday banking solutions. Actively maintain and expand client portfolio using value-based relationship management practices and achieve performance targets. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (IPF) or in the process of completion. Mutual Funds License (IFIC or CSC). Minimum 3 years' experience in financial planning.
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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