Senior Financial Services Consultant
4 weeks ago
As a Senior Financial Services Consultant at Royal Bank of Canada, you will have the opportunity to work with a dynamic and collaborative team to provide world-class advice and solutions to clients.
About the RoleThis is a full-time position offering unlimited earning potential and comprehensive benefits. As an RBC employee, you will be part of a progressive organization that values diversity and inclusion for innovation and growth.
We are seeking an experienced Financial Planner to join our team in Brossard, Quebec. You will manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances.
Key Responsibilities:
- Provide tailor-made financial planning advice and help clients reach their goals using RBC's array of investment, credit, and everyday banking solutions.
- Actively 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 (IPF)
- 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 clients with English- and French-speaking needs.
Salary: $90,000 - $120,000 per year (estimated based on industry standards and location).
Additional Benefits:
- Full-time RBC employee status
- Work with a dynamic, collaborative, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
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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