Description
The role of an RBC Financial Planner involves managing and growing a portfolio of mass affluent clients. This includes providing comprehensive financial reviews, offering superior advice and financial planning expertise to build long-term relationships, and consistently meeting performance targets through world-class solutions to help clients achieve their long-term goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's array of investment, credit, and everyday banking solutions.,Actively maintain and expand client portfolio using value-based relationship management practices to 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,Proven networking and client acquisition skills,Ability to develop a strong referral network
Minimum Education
Financial Planning Designation (IPF) or equivalent certification, 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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