Financial Planner, Relationship Manager

1 week ago

FLIN FLON Manitoba Canada Royal Bank of Canada Full time

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

  • Actively grow, expand and maintain 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

What do you need to succeed?

Must-have

  • Financial Planning Designation (QAFP, PFP or CFP)

  • Mutual Funds License (IFIC or CSC)

  • Minimum 3 years' experience in financial planning

  • A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration

  • Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

Nice to Have

  • Ability to be mobile throughout the market

What's in it for you?

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.

  • 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

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

94 MAIN ST:FLIN FLON

City:

Flin Flon

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

  • Financial Planner, Relationship Manager

    2 weeks ago

    Flin Flon, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

  • Financial Planner, Relationship Manager

    1 week ago

    NORTH BATTLEFORD, Saskatchewan, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

  • Financial Planner, Relationship Manager

    1 week ago

    MEADOW LAKE, Saskatchewan, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

  • Financial Planner Relationship

    5 days ago

    LA SARRE, Quebec, Canada Royal Bank of Canada Full time

    Job Summary Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Financial Planner

    1 week ago

    Cobourg, Ontario, KA, Canada Kawartha Credit Union Full time

    Financial Planner (Permanent, Full-time)Location: Southeastern Ontario (Hybrid work option available) Hours: 40 hours per week, Monday to SaturdayRate of Pay: Dependent on experience As a Financial Planner, you will:Provide members with investment and financial planning advice.Consistently engage in the development and delivery of modular financial plans,...

  • Financial Planner

    6 days ago

    Langley, BC, Canada First West Credit Union Full time

    DescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...

  • Financial Planner, Scotia Financial Planning

    6 days ago

    (s): Canada : Ontario : Etobicoke Scotiabank Global Site Full time

    Requisition ID: 228219Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...

  • Financial Superintendent

    2 weeks ago

    Flin Flon, Canada Hudbay Minerals Full time

    The Opportunity: Hudbay Minerals Inc. is seeking a Financial Superintendent to drive continuous improvement within our accounting and reporting team. In this role, you will be crucial in ensuring our Manitoba Business Unit (MBU) consistently meets its financial and statutory obligations, while also maintaining the SRP for reporting and tax calculations. Work...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    (s): Canada : Ontario : Barrie Scotiabank Global Site Full time

    Requisition ID: 228316Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...

  • Financial Planner, Scotia Financial Planning

    1 week ago

    (s): Canada : Ontario : Brampton Scotiabank Global Site Full time

    Requisition ID: 228217Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...