Financial Planner Relationship

Royal Bank of Canada; Saguenay; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join RBC as a Financial Planner and manage a portfolio of mass affluent clients. Provide expert financial planning and advice, while building long-term relationships through comprehensive reviews and tailored solutions. Enjoy the benefits of full-time status with unlimited earning potential, flexible work/life balance, and a supportive team environment.

Benefits

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 to 5 years of experience in financial planning.
• Proven ability to develop a strong referral network.

Responsibilities

• Provide tailored financial planning advice to clients.
• Maintain and expand client portfolio using relationship management practices.
• Cultivate relationships with service partners for business optimization.

Skills

Networking

Client acquisition

Education

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 drive you to deliver 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 your clients.

What will you do

1. Provide tailored financial planning advice and help clients reach their goals using our extensive range of investment, credit, and banking solutions.
2. Actively maintain and expand your client portfolio using value-based relationship management practices to achieve performance targets.
3. 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 3 to 5 years of experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network

What's in it for you

We thrive on the challenge to be our best, embracing progressive thinking to keep growing and working together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other's potential, making a difference in our communities, and achieving mutual success.

• 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

Additional Details

Address: 1444 BOUL TALBOT, SAGUENAY, Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Posted Date: [Insert Date]

Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. We are committed to fostering a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC strives to deliver this through policies and programs that promote respect, belonging, and opportunity for all.

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Key Skills

• Experience: 3-5 years in financial planning
• Vacancy: 1

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Financial Planner • Saguenay, Quebec, Canada