Financial Planner Relationship

0000050007 Royal Bank of Canada; Saint-Thomas-d'Aquin; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a passionate Financial Planner to manage and grow a portfolio of clients. This role emphasizes building long-term relationships through superior advice and financial planning expertise. With unlimited earning potential and a collaborative team environment, you will have the opportunity to thrive while helping clients achieve their financial goals. The position offers a world-class training program and flexible work-life balance options, making it an ideal opportunity for those looking to make a meaningful impact in the financial services sector.

Benefits

Full benefits

Unlimited earning potential

Flexible work/life balance

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Fluency in French to serve French-speaking customers.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand portfolio using value-based relationship management.
• Cultivate relationships to optimize business opportunities.

Skills

Financial Planning

Networking

Client Acquisition

Communication

Long Term Planning

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

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. 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 (IPF) or in the process of completion
• 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
• This role requires fluency in French to serve RBC’s French speaking customers in this 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 :

3200 BOUL LAFRAMBOISE : SAINT-HYACINTHE

City : SAINT-HYACINTHE

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

Personal and Commercial Banking

Job Type :

Regular – Trainee (Trainee)

Posted Date : 2024-04-25

Application Deadline :

2024-05-02

I nclusion 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.

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 jobs.rbc.com.

Create a job alert for this search