Mobile Financial Planner – Mass Affluent Clients

RBC; Regina; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

World-class training

Career development

Coaching and opportunities

Collaborative team

Job summary

RBC is seeking a Financial Planner to manage a portfolio of mass affluent clients in the Estevan region and surrounding areas. Mobility within markets is expected, with a focus on delivering tailored financial planning using a broad range of RBC investment, credit, and banking solutions.

You will grow your portfolio via value-based relationships and achieve performance targets, while cultivating strong referrals through service partners in local markets.

Qualifications

• Must-have: Financial Planning Designation (PFP or CFP or QAFP).
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals using RBC solutions.
• Actively maintain and expand your portfolio of clients using value-based relationship management; achieve targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Business development

Client centricity

Communication

Long term planning

Education

PFP

CFP

QAFP

Mutual Funds License (IFIC or CSC)

Job description

RBC is seeking a Financial Planner to manage a portfolio of mass affluent clients in the Estevan region and surrounding areas. Mobility within markets is expected, with a focus on delivering tailored financial planning using a broad range of RBC investment, credit, and banking solutions.

You will grow your portfolio via value-based relationships and achieve performance targets, while cultivating strong referrals through service partners in local markets.