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
This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market
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
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
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