Financial Planner Relationship Manager

RBC; St. Catharines; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner in the Niagara Region. This role focuses on providing tailored financial planning to clients and requires a strong background in relationship management and financial planning designations. The successful candidate will enjoy unlimited earning potential and flexible work options in a collaborative environment.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years of experience in financial planning.
• Strong financial acumen and proven networking skills.
• Ability to create a market presence and build COI relationships.

Responsibilities

• Provide tailor-made financial planning advice.
• Grow and maintain a portfolio of clients.
• Cultivate relationships with service partners.

Skills

Financial Planning

Networking

Client Acquisition

Relationship Management

Education

Financial Planning Designation (QAFP, PFP, or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Description

What is the opportunity?

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. Successful incumbent must be mobile to either St Catharines; Niagara Falls; Fort Erie; or West Lincoln Markets

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 mobile throughout the market

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

Inclusion 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.