Financial Planner Relationship Manager

4 days 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 solutions is what sets you apart in delivering world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create a fulfilling career for yourself and for the clients you advise.

Key Responsibilities

  • Provide personalized financial planning advice and help clients reach their goals, using our extensive range of investment, credit, and banking solutions
  • Actively maintain and expand your portfolio of clients using relationship-building practices, achieving performance targets
  • Foster 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
  • The successful candidate requires fluency in French and English to serve our clients in the community with English speaking needs.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

Additional Job Details

Employment Type:

Regular

Pay Type:

Salaried

Language:

English

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