Financial Planner

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.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using an 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.

Requirements

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.

Benefits

• 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.