Financial Planning Specialist

6 days ago

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

Job Summary

As a Financial Planning Specialist 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 services. Your ability to provide world-class advice and solutions that help clients achieve their long-term goals is what sets you apart.

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

Requirements

  • 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

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