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Financial planner Jobs in Innisfil, ON
Financial Planner, Relationship Manager
0000050007 Royal Bank of CanadaBARRIE, Ontario, CanadaFinancial Planner, Investment & Retirement Planning
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itec group, Inc.Ontario, CAFinancial Planner, Relationship Manager
0000050007 Royal Bank of CanadaBARRIE, Ontario, Canada- Full-time
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
Nice to Have
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.
Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details
Address :
99 MAPLEVIEW DR W : BARRIE
City : BARRIE
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform :
Personal and Commercial Banking
Job Type : Regular
Pay Type : Salaried
Posted Date : 2024-06-03
Application Deadline :
2024-06-14
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.
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