Senior Portfolio Manager
1 week ago
Company Overview
The Royal Bank of Canada is a leading financial institution committed to delivering trusted advice and innovative solutions to its clients.
Salary
We offer an attractive salary package, with an estimated annual compensation of $100,000 CAD, based on industry standards and location in Camrose, Alberta. In addition to your base salary, you will have unlimited earning potential through variable compensation.
Job Description
As a Senior Portfolio Manager at the Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and services.
Key Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals using our array of investment, credit, and everyday banking solutions.
- Actively grow, expand, and maintain your portfolio of clients using value-based relationship management practices and achieve performance targets.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Required Skills and Qualifications
To succeed in this role, you will need:
- A Financial Planning Designation (QAFP, PFP, or CFP).
- A Mutual Funds License (IFIC or CSC).
- A minimum of 3 years' experience in financial planning.
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills and track record of partnering and collaboration.
- The ability to create a market presence, build COI relationships, and cultivate strong partner relationships.
Benefits
You will enjoy a full-time RBC employee status with unlimited earning potential and full benefits, including:
- A world-class training program in financial services.
- Flexible work/life balance options.
- Opportunities to work with a dynamic, collaborative, progressive, and high-performing team.
Others
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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