Financial Planner Relationship Manager

4 weeks ago

Saguenay, Quebec, Canada Royal Bank of Canada Full time

Job Summary

This is an exciting opportunity for a skilled Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner Relationship Manager, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice and services to help them achieve their long-term goals.

Key Responsibilities

  • Provide tailor-made financial planning advice and help clients reach their goals using our range 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 (IQPF) 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.
  • 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, progressive, and high-performing team.
  • A world-class training program in financial services.
  • Flexible work/life balance options.

Additional Job Details

Industry: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

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