Remote Financial Planner — Grow Client Portfolios

Tim's Financial; Powell River; Remote; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Unlimited earning potential

Full benefits

Dynamic team

World-class training program

Flexible work-life balance

Job summary

RBC is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. You will provide comprehensive reviews, build long-term relationships through expert planning, and deliver world-class advice.

The role offers base plus variable compensation with full benefits and potential growth. You will tailor financial planning, expand your client base, and collaborate with service partners across markets to maximize opportunities and referrals, working remotely in Canada with

Qualifications

• Mutual funds license required (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with proven networking and relationship management skills.
• Ability to build COI relationships and cultivate partner networks.

Responsibilities

• Provide tailor-made financial planning advice to help clients reach goals using the bank's investment, credit, and banking solutions.
• Grow, expand and maintain your portfolio of clients through value-based relationship management and hitting targets.
• Collaborate with service partners and local markets to optimize business opportunities and referrals.

Skills

Networking

Client acquisition

Relationship management

COI relationships

Education

Mutual Funds License (IFIC or CSC)

Job description

RBC is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. You will provide comprehensive reviews, build long-term relationships through expert planning, and deliver world-class advice.

The role offers base plus variable compensation with full benefits and potential growth. You will tailor financial planning, expand your client base, and collaborate with service partners across markets to maximize opportunities and referrals, working remotely in Canada with