Dynamic Financial Services Professional
1 week ago
Job Overview
The Royal Bank of Canada is seeking an experienced and dynamic Financial Planner to join our team in the Montreal Centre-Sud region.
About the Role
This opportunity will allow you to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
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 (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 our clients with English and French-speaking needs
Compensation and Benefits
We offer a competitive salary range of $80,000 - $120,000 per year, based on experience, as well as full-time RBC employee status with unlimited earning potential and full benefits. You will also have access to a world-class training program in financial services and flexible work/life balance options.
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
Why Join Us
At RBC, 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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