Holistic Financial Planner | Build Lasting Client Relationships

Royal Bank of Canada; City of Cold Lake; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits

World-class training

Flexible work-life balance

Job summary

Royal Bank of Canada is seeking an RBC Financial Planner in Canada to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews and create long-term relationships through holistic financial planning, leveraging a wide range of investment, credit, and banking solutions.

The role offers base salary with variable compensation and opportunities for career growth. Candidates should have a financial planning designation (QAFP, PFP or CFP), a mutual funds

Qualifications

• Must-have: Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years' experience in financial planning
• Strong networking and client relationship skills

Responsibilities

• Provide tailored financial planning advice using RBC's investment, credit, and banking solutions
• Grow and maintain a portfolio of mass affluent clients to meet performance targets
• Cultivate relationships with service partners and local markets to drive opportunities and referrals

Skills

Financial Planning

Client Acquisition

Relationship Management

Communication

Job description

Royal Bank of Canada is seeking an RBC Financial Planner in Canada to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews and create long-term relationships through holistic financial planning, leveraging a wide range of investment, credit, and banking solutions.

The role offers base salary with variable compensation and opportunities for career growth. Candidates should have a financial planning designation (QAFP, PFP or CFP), a mutual funds