Financial Planner Relationship

0000050007 Royal Bank of Canada; Boucherville; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Boucherville is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. In this role, you will provide tailored financial planning advice and develop long-term relationships with clients, leveraging a wide array of investment and banking solutions. This position offers competitive compensation with both base and variable components.

Qualifications

• Energetic and passionate about holistic financial planning.
• Ability to manage and grow a portfolio of mass affluent clients.
• Strong skills in providing comprehensive reviews and financial advice.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Help clients reach financial goals using various banking solutions.
• Build long-term relationships through superior customer service.

Job description

Overview

This is an opportunity for a stagiaire position for the South Shore of Montreal.

• This is an opportunity for a stagiaire position for the South Shore of Montreal
• 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