RBC Financial Services Professional
3 weeks ago
About the Role
We are seeking a skilled Financial Planner to manage and grow a portfolio of mass affluent clients in Dauphin, Manitoba. As an RBC Financial Planner, 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 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 (PFP or CFP)
- 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
What We Offer
- 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
About Us
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.
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