Financial Planner Relationship
Description
As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients. The role involves providing comprehensive financial reviews, building long-term relationships through expert advice and financial planning, and consistently meeting targets. This is an opportunity for a stagiaire position in the North East of Montréal region (NEDM).
What We're Looking For
Provide tailor-made financial planning advice using investment, credit, and everyday banking solutions.,Maintain and expand client portfolio through value-based relationship management, achieving performance targets.,Cultivate relationships with service partners and local markets for business opportunities and referrals.
Ideal Candidate
Financial Planning Designation (IPF),Mutual Funds License (IFIC or CSC),Minimum 3 years' experience in financial planning,Proven networking and client acquisition skills,Ability to develop a strong referral network
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Bilingualism (English and French) required, actively maintain and expand client portfolio, opportunity for a stagiaire position.
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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