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Financial Planner Relationship Manager

2 months ago

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

Job Summary

As a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high net worth clients. 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 ability to build trust and provide personalized solutions will be key to your success in this role.

Key Responsibilities

  • 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

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

  • The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs.

What's in it for you?

We offer a dynamic and collaborative work environment, with opportunities for professional growth and development. You will have the chance to work with a talented team of financial professionals, and to make a real difference in the lives of our clients.

Job Skills

  • Business Development

  • Client Centricity

  • Communication

  • Long Term Planning