Senior Financial Planner

4 weeks ago


Québec, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity

We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients.

Key Responsibilities

  • Provide comprehensive financial planning advice and help clients achieve their long-term goals.
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices.
  • 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.

What We Offer

  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A comprehensive benefits program.

About Us

The Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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