Financial Planner Relationship

Job Summary

Job Description

This is an opportunity for the West Island region

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow 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 maintain and expand 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

Manage a book of 350 clients

What do you need to succeed?

Must-have

Financial Planning Designation (IQPF)

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

The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.

We care about each other, realize our potential, make a difference for our communities and achieve mutual success.

• Network and develop lasting relationships with students from diverse backgrounds across Canada
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
• Leaders who support your development with coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and high-performance team
• Ability to make a difference and lasting impact
• Enjoy a comfortable work environment with the ability to dress casually

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address :

610 BOUL ST JEAN : POINTE-CLAIRE

City : POINTE-CLAIRE

POINTE-CLAIRE

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform :

Personal and Commercial Banking

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-05-08

2024-05-08

Application Deadline :

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 .