Financial Planner — Client Growth & Unlimited Earnings

Royal Bank of Canada; Val-d'Or; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

World-class training

Flexible work/life balance

Job summary

Royal Bank of Canada is seeking a Financial Planner, Investment and Retirement Planning in Val-d'Or to build lasting client relationships and deliver tailored investment solutions. You will leverage RBC's portfolio to meet clients' long-term goals while expanding the client base through networking and referrals.

The role emphasizes collaboration with internal partners, a strong focus on financial planning designations, licensing, and ongoing learning.

Qualifications

• Must-have: Financial Planning Designation (IPF) or in process of completion.
• Must-have: Mutual Funds License (IFIC or CSC).
• Minimum 2 years' experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice and solutions using RBC investment and portfolio solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members to meet their needs.
• Develop external business referral sources through networking, marketing, and COI.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Financial Planning Designation (IPF) or in progression

Mutual Funds License (IFIC or CSC)

Job description

Royal Bank of Canada is seeking a Financial Planner, Investment and Retirement Planning in Val-d'Or to build lasting client relationships and deliver tailored investment solutions. You will leverage RBC's portfolio to meet clients' long-term goals while expanding the client base through networking and referrals.

The role emphasizes collaboration with internal partners, a strong focus on financial planning designations, licensing, and ongoing learning.