Financial Planning Specialist
4 weeks ago
Opportunity Overview
As a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity 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.
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.
- Manage a book of 350 clients.
Requirements
- Financial Planning Designation (IQPF).
- 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 both French and English.
What We Offer
- A dynamic, collaborative, and progressive work environment.
- Leaders who support your development with coaching and learning opportunities.
- The ability to make a difference and lasting impact.
- A comfortable work environment with the ability to dress casually.
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
37.5 hours/week, Full-time, Salaried, Personal and Commercial Banking, Regular, Canada.
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