Financial Planner Relationship

RBC - Royal Bank; Saint-Hyacinthe; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Planner, where you'll manage and grow a portfolio of affluent clients. Your role will involve providing personalized financial planning advice and building long-term relationships through superior service. With unlimited earning potential and a supportive team environment, you'll have the tools to succeed in helping clients achieve their financial goals. Enjoy a flexible work-life balance, comprehensive training, and the chance to make a real difference in your community. This is an exciting opportunity to elevate your career in financial services.

Benefits

Unlimited earning potential

Full benefits

Dynamic team environment

World-class training program

Flexible work/life balance

Qualifications

• Minimum 3 years' experience in financial planning.
• Fluency in French and English for client service.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand portfolio using relationship management.
• Cultivate relationships for business opportunities.

Skills

Financial Planning

Networking

Client Acquisition

Communication

Business Development

Education

Financial Planning Designation (IPF)

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 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) or in the process of completion
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years' experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs.

What's in it for you?

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

• 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

Business Development, Client Centricity, Communication, Long Term Planning