Financial Planner Relationship

Found in: beBee S CA - 2 weeks ago

MONTRÃAL, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

  • Manage a book of 350 clients

What do you need to succeed?

Must-have

  • Financial Planning Designation (IQPF)

  • Mutual Funds License (IFIC or CSC)

  • Minimum 3 yearsâ experience in financial planning

  • Proven networking and client acquisition skills

  • Ability to develop a strong referral network

  • This role requires fluency in both French and English in order to serve RBCâs French and English-speaking customers in this market

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.

  • Network and develop lasting relationships with students from diverse backgrounds across Canada
  • Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
  • Leaders who support your development with coaching and learning opportunities
  • Work in a dynamic, collaborative, progressive and high-performance team
  • Ability to make a difference and lasting impact
  • Enjoy a comfortable work environment with the ability to dress casually

EVPP4

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÃAL

City:

MONTRÃAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-09-18

Application Deadline:

2024-03-19

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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