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Financial Planner, Relationship Manager
RBC
Flin Flon
Sur place
CAD 60 000 - 80 000
Plein temps
Il y a 16 jours

Résumé du poste

A leading Canadian bank in Flin Flon is seeking a Financial Planner to manage a portfolio of affluent clients. This role involves providing tailored financial advice and building long-term relationships. The ideal candidate will have strong financial planning qualifications, a minimum of 3 years of experience, and excellent client management skills. The position offers full-time status, competitive pay, and benefits, with options for flexible work-life balance.

Prestations

Unlimited earning potential
Full benefits
Dynamic, collaborative team
World-class training program
Flexible work/life balance

Qualifications

  • Minimum 3 years’ experience in financial planning.
  • Strong financial acumen with proven networking and client acquisition skills.
  • Ability to create a market presence and cultivate strong partner relationships.

Responsabilités

  • Provide tailor‑made financial planning advice to clients.
  • Grow and maintain a portfolio of clients.
  • Cultivate relationships with service partners to optimize business opportunities.

Connaissances

Business Development
Client Centricity
Communication
Long Term Planning

Formation

Financial Planning Designation (QAFP, PFP or CFP)
Mutual Funds License (IFIC or CSC)
Description du poste
Job Description
What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?
  • Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively grow, expand and maintain your portfolio of clients using value‑based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must‑have
  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
  • Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
Nice to have
  • Ability to be mobile throughout the market
What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full‑time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high‑performing team
  • A world‑class training program in financial services
  • Flexible work/life balance options
Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: 94 MAIN ST:FLIN FLON

City: Flin Flon

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025‑10‑24

Application Deadline: 2025‑11‑07

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.

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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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