Talent.com
Financial Planner

Financial Planner

Royal Bank of Canada>CAMROSE, Canada
14 days ago
Job type
  • Full-time
Job description

Job Summary

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 :

    5102 50 AVE : CAMROSE

    City : CAMROSE

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform :

    PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-11-12

    Application Deadline :

    2024-12-03

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

    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 .