Financial Planner, Relationship Manager

Royal Bank of Canada; Niagara Falls; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to manage a portfolio of affluent clients in Niagara Falls. This role offers opportunities for career growth, competitive compensation, and a commitment to client-centric advice, aiming to build long-term relationships through superior financial planning services.

Benefits

Unlimited earning potential

Full benefits

A world-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years experience in financial planning is required.
• Proven networking, client acquisition, and relationship management skills.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain a portfolio using value-based relationship management practices.
• Cultivate relationships with service partners to optimize business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP, CFP)

Mutual Funds License (IFIC or CSC)

Job description

As an RBC Financial Planner you have the opportunity to grow and manage 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.

• Specific location is to be determined however successful incumbent must be mobile within the Niagara Region

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 grow expand and maintain 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 (QAFP PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 3 years experience in financial planning

A strong financial acumen along with proven networking client acquisition and relationship management skills and track record of partnering and collaboration

Ability to create a market presence build COI relationships and cultivate strong partner relationships

Nice to Have

Ability to be mobilethroughout the market

Fluency in Mandarin is an asset

Whats 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

Additional Job Details

Address :

7452 MONTROSE RD : NIAGARA FALLS

City : NIAGARA FALLS

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date :

Application Deadline :

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

I nclusion and Equal Opportunity Employment

At 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.

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Required Experience :

Manager

Key Skills

Experience : years

Vacancy : 1

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Relationship Manager • Niagara Falls, Ontario, Canada