Financial Planner: Grow Portfolios & Deliver Holistic Planning

RBC; Powell River; Presencial; CAD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance

Descripción de la vacante

RBC is hiring a Financial Planner in Powell River to manage a portfolio of mass affluent clients, delivering comprehensive reviews and holistic planning. You will build long-term client relationships through expert advice and ongoing services, with a base plus variable compensation model.

You will grow your book by providing tailored planning, leveraging investments, credit, and everyday banking solutions, while partnering with local teams to optimize opportunities and referrals.

Formación

• Financial planning designation required.
• Mutual funds license (IFIC/CSC) or equivalent.
• Minimum 3 years’ experience in financial planning.
• Strong networking and relationship-management skills.

Responsabilidades

• Provide tailor-made financial planning advice to mass affluent clients.
• Grow and manage a portfolio of clients and meet performance targets.
• Collaborate with service partners and local markets to optimize referrals.

Conocimientos

Financial Planning

Portfolio growth

Relationship management

Networking

Client acquisition

Educación

CFP/QAFP/PFP designation

Descripción del empleo

RBC is hiring a Financial Planner in Powell River to manage a portfolio of mass affluent clients, delivering comprehensive reviews and holistic planning. You will build long-term client relationships through expert advice and ongoing services, with a base plus variable compensation model.

You will grow your book by providing tailored planning, leveraging investments, credit, and everyday banking solutions, while partnering with local teams to optimize opportunities and referrals.