Financial Planner

RBC - Royal Bank; Strathmore; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC - Royal Bank is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients in Strathmore, Alberta. This role provides an opportunity to deliver comprehensive financial planning advice while achieving performance targets in a dynamic and supportive environment. Successful candidates will hold relevant financial planning designations and experience, enabling them to thrive in a progressive and collaborative team setting.

Benefits

Unlimited earning potential and full benefits

Dynamic and high-performing team environment

World-class training program in financial services

Flexible work / life balance options

Qualifications

• Minimum 3 years' experience in financial planning.
• Proven networking and client acquisition skills.
• Flexibility to work evenings and Saturdays.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand a portfolio of clients.
• Cultivate relationships to optimize business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (PFP, QAFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

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 (PFP, QAFP or CFP)
• 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
• Flexibility to work evenings and Saturdays

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