Financial Planning Expert
4 weeks ago
Job Description
RBC is seeking a skilled Financial Planner to manage and grow a portfolio of mass affluent clients within the Regina Market. As a Financial Planner, you will provide ongoing comprehensive reviews of your clients' 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.
Key Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals, using RBC's 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
Requirements
- Financial Planning Designation (PFP or CFP or QAFP)
- 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
- Fluent in English and additional language is an asset
What's in it for you?
RBC offers a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also have access to a world-class training program in financial services, excellent career development, and access to a variety of job opportunities across business and geographies. Our leaders support your development through coaching and managing opportunities, and you will work in a dynamic, collaborative, progressive, and high-performing team.
Additional Job Details
RBC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We also strive to provide an accessible candidate experience for our prospective employees with different abilities.
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