Financial Planner
2 days ago
RBC Financial Planner
RBC Financial Planner
Join our team of dedicated professionals as a Financial Planner at RBC, where you will have the opportunity to make a meaningful impact on the financial well-being of our clients.
Job SummaryAs a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice and solutions to help them achieve their long-term goals.
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
- Financial Planning Designation (PFP, QAFPTM or CFP)
- 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
- 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
RBC is a leading financial institution committed to helping our clients thrive and communities prosper. We value diversity and inclusion, and strive to create an equitable workplace for our employees to bring their true selves to work.
Join Our TeamAt RBC, we are passionate about delivering trusted advice and solutions to our clients. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to explore this opportunity further.
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