Wealth Planner & Client Relationships Leader

RBC; Kingston; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Dynamic team

World-class training

Job summary

RBC Financial Group seeks a Financial Planner to grow and manage a portfolio of mass affluent clients in Kingston. You will provide ongoing comprehensive reviews of clients' financial circumstances, offering holistic planning and long-term advisory relationships with world-class solutions.

You will tailor investment, credit and banking solutions, expand your client base, and collaborate with service partners to optimize referrals and opportunities.

Qualifications

• Must-have designation: QAFP, PFP or CFP.
• Mutual funds license (IFIC or CSC).
• Minimum 3 years' experience in financial planning.

Responsibilities

• Provide tailor-made financial planning advice using RBC's investment, credit, and banking solutions.
• Actively grow and maintain your portfolio of clients to achieve performance targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Relationship management

Client acquisition

Market presence

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

RBC Financial Group seeks a Financial Planner to grow and manage a portfolio of mass affluent clients in Kingston. You will provide ongoing comprehensive reviews of clients' financial circumstances, offering holistic planning and long-term advisory relationships with world-class solutions.

You will tailor investment, credit and banking solutions, expand your client base, and collaborate with service partners to optimize referrals and opportunities.