Financial Planner Relationship Specialist

3 weeks ago

CôteSaintLuc, Quebec, Canada RBC Full time
Job Summary

As a Financial Planner Relationship at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent 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 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 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
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs
What's in it for you?
  • 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

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