Financial Planner Relationship Manager
4 weeks ago
Job Opportunity:
This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada in Rimouski, Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and ongoing services.
Key Responsibilities:
- Provide tailored financial planning advice to clients, helping them achieve their long-term goals using our range of investment, credit, and everyday banking solutions.
- Maintain and expand your client portfolio 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 (IQPF)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 to 5 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Fluency in French to serve RBC's French-speaking customers in this market
What We Offer:
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
About Us:
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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