Financial Planning Relationship Manager

2 days ago

CôteSaintLuc, Quebec, Canada Royal Bank of Canada Full time
Job Overview

As a highly skilled Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients at the Royal Bank of Canada.

Key Responsibilities
  • Provide personalized financial planning advice and help clients achieve their long-term goals using RBC's array of investment, credit, and everyday banking solutions.
  • Actively maintain and expand your portfolio of clients through 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
What We Offer

At RBC, we offer a dynamic and collaborative work environment, a world-class training program in financial services, and flexible work-life balance options.

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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