Financial Planner Relationship Specialist

1 month ago


CôteSaintLuc, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled and motivated Financial Planner Relationship to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term relationships through superior advice and services.

Key Responsibilities
  • Provide tailored financial planning advice and solutions to clients, utilizing our extensive range of investment, credit, and banking products and services.
  • Maintain and expand your client portfolio through value-based relationship management practices, achieving performance targets and driving business growth.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements
  • Financial Planning Designation (IPF) and Mutual Funds License (IFIC or CSC).
  • Minimum 3 years' experience in financial planning, with a proven track record of networking and client acquisition skills.
  • Ability to develop a strong referral network and build relationships with clients and partners.
  • Bilingualism (English and French) is required, as you will regularly serve clients with English and French-speaking needs.
What We Offer
  • Full-time RBC employee status with unlimited earning potential and comprehensive benefits.
  • Opportunity to work with a dynamic, collaborative, and progressive team.
  • 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

This is a salaried position with a competitive compensation package.



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