Financial Planner Relationship

RBC; Saguenay; On-site; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Full benefits

World-class training program

Flexible work/life balance options

Unlimited earning potential

Job summary

RBC in Saguenay, Canada is seeking an RBI Financial Planner to manage a portfolio of mass affluent clients and provide ongoing comprehensive reviews through holistic financial planning. You will build long-term relationships with clients, offering tailored advice and a wide range of investment, credit, and banking solutions.

You will develop a strong referral network while collaborating with service partners and local markets to grow business and meet performance targets.

Qualifications

• Financial Planning Designation (IPF) required.
• Mutual Funds License (IFIC or CSC) required.
• 3–5 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor-made financial planning advice to help clients reach their goals using RBC solutions.
• Actively maintain and expand your portfolio with value-based relationship management to achieve targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Client acquisition

Referral network development

Relationship management

Education

IPF Designation (Financial Planning)

IFIC/CSC Mutual Funds License

3-5 years experience in financial planning

Job description

Job Description

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
• 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 (IPF)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 to 5 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network

What’s in it for you?

• 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

Additional Job Details

Address

1444 BOUL TALBOT:SAGUENAY

City

Saguenay

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2024-08-23

Application Deadline

Note** : ** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.