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 mass affluent 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 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. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

  • 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

What do you need to succeed?

Must-have

  • Financial Planning Designation (IPF) or in the process of completion
  • 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?

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

At RBC

We strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

  • Financial Planner Relationship

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Financial Planner RBC is seeking a skilled Financial Planner to join our team in the North East of Montreal region. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and...

  • Financial Planner Relationship

    2 days ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    RBC Financial PlannerRBC Financial Planner Join RBC as a Financial Planner and take advantage of a unique opportunity to manage and grow a portfolio of mass affluent clients. As a key member of our team, you will provide comprehensive financial planning advice and help clients achieve their long-term goals. Key Responsibilities:Provide tailor-made financial...

  • Financial Planner Relationship Manager

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    {"Job Title": "Financial Planner Relationship", "Job Description": "Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your role will involve providing ongoing comprehensive reviews of your clients' financial circumstances, creating long-term...

  • Financial Planner Relationship Manager

    2 days ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    RBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...

  • Financial Planner Relationship Manager

    1 day ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    RBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...

  • Financial Planner Relationship Manager

    1 day ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    RBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...

  • Financial Planner Relationship

    1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Manage a portfolio of mass affluent clients as an RBC Financial Planner, providing comprehensive reviews and long-term financial planning expertise to help clients achieve their goals. Job Description As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive...

  • Financial Planner Relationship

    1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Manage a portfolio of mass affluent clients, providing comprehensive financial planning and advice to help them achieve their long-term goals. RBC Financial Planner As a Financial Planner 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...

  • Financial Planner Relationship Manager

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...

  • Financial Planner Relationship Manager

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...

  • Financial Planner Relationship Manager

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...

  • Financial Planner Relationship Manager

    1 day ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs 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...

  • Financial Planner Relationship Manager

    1 day ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs 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...

  • Financial Planner Relationship Manager

    1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    {"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...

  • Financial Planner Relationship Manager

    7 days ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    {"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...

  • Financial Planner Relationship Manager

    1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    {"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...

  • Financial Planner Relationship Manager

    2 weeks ago

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

    Job SummaryAs 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...

  • Financial Planner Relationship Manager

    2 weeks ago

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

    Job SummaryAs 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...

  • Financial Planner Relationship Manager

    3 weeks ago

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

    Job SummaryJob DescriptionWhat 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...

  • Financial Planner Relationship Manager

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...