Financial Planner Professional
2 weeks ago
Job Opportunity:
As a Financial Planner at Royal Bank of Canada, you will have the chance to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your ability to meet targets and your passion for holistic financial planning is what drives you to provide world-class advice and solutions that help clients achieve their long-term goals.
Key Responsibilities:
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array 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 (PFP or CFP or QAFP).
- Mutual Funds License (IFIC or CSC).
- Minimum 3 years' experience in financial planning within a financial institution.
- Strong investment and credit experience/knowledge.
- Ability to be decisive in decision making and process heavy volumes.
- Proven networking and client acquisition skills.
- Ability to develop a strong referral network.
- Fluent in English and Second Language is an asset.
What's in it for you?
- 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.
RBCFP Job Skills:
- Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building.
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