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Financial Planner Relationship

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Financial Planner

RBC is seeking a skilled Financial Planner to join our team in the North East of Montreal region. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial planning expertise.

Key Responsibilities:
  • Provide tailor-made financial planning advice and help clients reach their goals using our 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.
Requirements:
  • 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
  • Bilingualism (English and French) required
What We Offer:
  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options
Job Skills:
  • Business Development
  • Client Centricity
  • Communication
  • Long Term Planning
About RBC:

RBC is a leading financial institution committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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