Financial Planner Relationship Manager

1 week ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your ability to build trust and provide tailored financial solutions is what sets you apart as a financial services professional.

Key Responsibilities

  • Provide personalized financial planning advice and help clients achieve their long-term goals, using our comprehensive array of investment, credit, and banking solutions
  • Actively maintain and expand your portfolio of clients using relationship management best practices, achieving performance targets
  • Cultivate relationships with business partners and local markets to optimize business opportunities and referrals

Requirements

Must-have

  • 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, as you will regularly serve our clients with English and French-speaking needs.

What's in it for you?

We value our employees' contributions and offer a dynamic work environment, opportunities for growth and development, and a comprehensive benefits package. You will have the chance to work with a talented team of financial services professionals and make a meaningful impact on our clients' lives.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a 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

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Employment Type:

Regular

Platform:

PERSONAL & COMMERCIAL BANKING

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