Financial Planner

RBC; Saskatoon; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dedicated Financial Planner to manage a portfolio of affluent clients. In this dynamic role, you will provide tailored financial planning advice, leveraging a wide array of investment and banking solutions. Your ability to cultivate relationships and expand your client base will be key to achieving performance targets. Enjoy the benefits of a full-time position with unlimited earning potential and a collaborative team environment. This is an exciting opportunity to make a significant impact on clients' financial futures while enjoying a flexible work-life balance.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• 3+ years of experience in financial planning within a financial institution.
• Strong investment and credit experience required.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand client portfolio through relationship management.

Skills

Business Opportunities

Customer Relationship Management (CRM)

Finance Strategy

Financial Products

Holistic Financial Planning

Investments

Relationship Building

Education

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What 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 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.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Saskatoon Market

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 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

What do you need to succeed?

Must-have

• 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 a Second Language is an asset

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

RBCFP

Job Skills

Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Additional Job Details

Address: 2802 8 ST E:SASKATOON

City: SASKATOON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-30

Application Deadline: 2025-04-08

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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