Financial Planning Specialist

2 weeks ago


VaudreuilDorion, Quebec, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Planning Specialist 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
  • Opportunity to work with a dynamic and collaborative team
  • Chance to develop lasting relationships with clients and colleagues
  • Professional development opportunities
  • Competitive compensation and benefits package

About Us
Royal Bank of Canada is a leading financial institution committed to helping our clients thrive and prosper. We are dedicated to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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