Financial Planning, Relationship Manager - Ottawa

Royal Bank of Canada; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major financial institution in Ottawa is searching for a Financial Planner to manage and grow client portfolios. You will provide tailored financial advice and work collaboratively to help clients achieve their goals. The ideal candidate has a Financial Planning Designation, strong investment knowledge, and proven client acquisition skills. This full-time position offers unlimited earning potential and comprehensive benefits.

Benefits

Unlimited earning potential

Full benefits

World-class training access

Flexible work/life balance options

Qualifications

• Minimum 3 years of experience in financial planning within a financial institution.
• Strong investment and credit knowledge.
• Proven networking and client acquisition skills.

Responsibilities

• Manage and grow a portfolio of mass affluent clients.
• Provide tailored financial planning advice.
• Maintain and expand client portfolio through relationship management.

Skills

Networking

Client Acquisition

Financial Planning

Decision Making

Education

Financial Planning Designation (PFP, CFP, or QAFP)

Mutual Funds License (IFIC or CSC)

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 within the Carlingwood / Island Park community. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy to meet targets and passion for holistic financial planning drive you to deliver 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 your clients.

What will you do

• This will be a desk-building position.
• Provide tailored financial planning advice and help clients reach their goals using our extensive range of investment, credit, and banking solutions.
• Maintain and expand your client portfolio through value-based relationship management, achieving performance targets.
• Develop relationships with service partners and local markets to optimize business opportunities and referrals.

What do you need to succeed

Must-have:

• Financial Planning Designation (PFP, CFP, or QAFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of experience in financial planning within a financial institution
• Strong investment and credit knowledge
• Decisiveness in decision-making and handling high-volume processes
• Proven networking and client acquisition skills
• Ability to develop a strong referral network

Nice to Have:

• Bilingual in English and French is an asset

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
• Access to world-class training in financial services
• Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long-Term Planning

Additional Job Details

Address: 2121 Carling Ave, Ottawa, Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Personal & Commercial Banking

Job Type: Regular

Pay Type: Salaried

Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the specified deadline.

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Required Experience: Manager

Key Skills

Internal Audit, Financial Services, Financial Performance, Variance Analysis, Journal Entries, Account Management, ACH, Customer Accounts, General Ledger Accounts, Payroll, Customer Relationships, Financial Statements, Annual Reports

Experience: 3+ years

Vacancy: 1