Finance Manager, Yardi and Financial Systems

Vaco LLC; Vaughan; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits

World-class training

Flexible work options

Job summary

RBC is seeking a Financial Planner, Investment and Retirement Planning in the Greater Toronto Area. You will tailor investment solutions, build client relationships, and leverage RBC partners for referrals. You will prospect and network to grow a mass affluent book while delivering comprehensive reviews and ongoing services.

The role offers base salary with variable incentives, unlimited earning potential, and full benefits through a world-class training program and flexible work options.

Qualifications

• Must possess Mutual Funds License (IFIC or CSC).
• 2+ years of experience in financial planning.
• Proven networking and client acquisition abilities.

Responsibilities

• Provide tailored financial planning and solutions using RBC's investment and portfolio options.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC specialists to meet evolving needs.
• Develop external referral sources through networking and centers of influence.
• Deliver ongoing reviews to help clients reach long-term goals.
• Manage and grow a portfolio through value-based relationship management.
• Cultivate relationships with service partners and local markets to optimize opportunities.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Mutual Funds License (IFIC or CSC)

Job description

**This is for current and upcoming opportunities in locations across the Greater Toronto Area.**

Full-time +1

What is the opportunity?

Join RBC's unique financial planning platform in one of two expert financial planning roles:As an RBC Financial Planner, Investment and Retirement Planning, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. Commission + Variable Incentive.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. Salaried + Variable Compensation.

What will you do?

Financial Planner, Investment and Retirement Planning

• Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best‑in‑class proprietary and select third‑party mutual fund solutions
• Acquire and consolidate existing and new‑to‑RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence
• 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

• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills

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

Adaptability, Business Development, Client Centricity, Curious Mindset

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

HUMAN RESOURCES & BMCC