Flexible Mobile Financial Planner & Client Growth Leader

Royal Bank of Canada; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking an RBC Financial Planner to manage a portfolio of affluent clients in Canada. The role requires providing comprehensive financial advice, growing client relationships, and achieving performance targets. Candidates must have a financial planning designation and at least 3 years of relevant experience. Competitive salary and unlimited earning potential are offered along with comprehensive benefits and flexible work options.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years of experience in financial planning.
• Proven networking and relationship management skills.
• Ability to create a market presence and cultivate partner relationships.

Responsibilities

• Provide tailor-made financial planning advice.
• Grow and maintain your portfolio of clients.
• Cultivate relationships to optimize business opportunities.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Relationship management skills

Business development

Communication

Long Term Planning

Job description

A leading financial institution is seeking an RBC Financial Planner to manage a portfolio of affluent clients in Canada. The role requires providing comprehensive financial advice, growing client relationships, and achieving performance targets. Candidates must have a financial planning designation and at least 3 years of relevant experience. Competitive salary and unlimited earning potential are offered along with comprehensive benefits and flexible work options.