Strategic Wealth Planner for Growing Portfolios

RBC; Saguenay; Presencial; CAD 80 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full benefits

World-class training program

Flexible work/life balance options

Unlimited earning potential

Resumo da oferta

RBC in Saguenay, Canada is seeking an RBI Financial Planner to manage a portfolio of mass affluent clients and provide ongoing comprehensive reviews through holistic financial planning. You will build long-term relationships with clients, offering tailored advice and a wide range of investment, credit, and banking solutions.

You will develop a strong referral network while collaborating with service partners and local markets to grow business and meet performance targets.

Qualificações

• Financial Planning Designation (IPF) required.
• Mutual Funds License (IFIC or CSC) required.
• 3–5 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsabilidades

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

Conhecimentos

Networking

Client acquisition

Referral network development

Relationship management

Formação académica

IPF Designation (Financial Planning)

IFIC/CSC Mutual Funds License

3-5 years experience in financial planning

Descrição da oferta de emprego

RBC in Saguenay, Canada is seeking an RBI Financial Planner to manage a portfolio of mass affluent clients and provide ongoing comprehensive reviews through holistic financial planning. You will build long-term relationships with clients, offering tailored advice and a wide range of investment, credit, and banking solutions.

You will develop a strong referral network while collaborating with service partners and local markets to grow business and meet performance targets.