Financial Planner Relationship Manager

1 month ago

Longueuil, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity:

As a Financial Planner Relationship at Royal Bank of Canada, 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.

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.
  • Manage a book of 350 clients.

Requirements:

  • Financial Planning Designation (IQPF).
  • 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.
  • Fluency in both French and English to serve RBC's French and English-speaking customers.

What We Offer:

  • A dynamic, collaborative, and progressive work environment.
  • Leaders who support your development with coaching and learning opportunities.
  • A comfortable work environment with the ability to dress casually.
  • The opportunity to make a difference and lasting impact.
  • Participation in fun events and gamification challenges to help you build your career toolkit.

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