Financial Planner, Relationship Manager

Jobtailor; Cobourg; On-site; CAD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a Financial Planning Advisor to provide tailored financial planning guidance and help clients achieve their goals using a wide range of investment, credit, and banking solutions.

The role focuses on acquiring and consolidating clients, expanding portfolios through value-based relationship management, and cultivating referrals with local partners to optimize opportunities.

Qualifications

• 3+ years’ experience in financial planning within a financial institution

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• 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

Skills

Financial Planning

Investment Knowledge

Client Acquisition Skills

Networking Skills

Relationship Management

Portfolio Management

Communication Skills

Education

Financial Planning Designation (QAFP, PFP, CFP)

Tools

Mutual Funds License (IFIC, CSC)

Job description

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions


• Acquire and consolidate existing and new-to-RBC clients and assets


• 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

Requirements

• Financial Planning Designation (QAFP, PFP or CFP)


• Mutual Funds License (IFIC or CSC)


• Minimum 3 years’ experience in financial planning within a financial institution


• Strong investment and credit experience/knowledge


• Proven networking and client acquisition skills


• Ability to develop a strong referral network

Core Competencies

Demonstrates expertise in financial planning, client acquisition, and relationship management, with a strong focus on achieving performance targets and optimizing business opportunities through networking and referrals.

Highest-signal resume keywords

• Financial Planning Designation (QAFP, PFP, CFP)


• Mutual Funds License (IFIC, CSC)


• Investment Knowledge


• Client Acquisition Skills


• Networking Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Investment Strategies


• Credit Analysis


• Portfolio Management


• Performance Target Achievement

Soft Skills

• Relationship Management


• Communication Skills


• Networking Ability

Certifications & Qualifications

• Financial Planning Designation (QAFP, PFP, CFP)


• Mutual Funds License (IFIC, CSC)

Industry Keywords

• Financial Institution


• Client Portfolio Management


• Value-Based Relationship Management


• Referral Network Development