Description
This is a virtual Financial Planner role at Royal Bank of Canada (RBC). As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients.
You will nurture and grow relationships by providing tailored financial planning, investment advice, and ongoing support. Your focus is team-based delivery,you act as the primary advisor alongside teammates, leveraging RBC's OneRBC ecosystem to connect clients with specialized partners for credit, banking, and more complex investment solutions.
Key Tasks/Responsibilities:
- Provide coordinated financial planning advice using RBC investment and portfolio solutions
- Establish and maintain relationship strategy, ensuring regular, documented client contact
- Deliver tailored advice that prioritizes client interests and addresses individual financial circumstances
- Lead multi-partner coordination: identify client needs and proactively connect them with appropriate OneRBC partners
- Manage portfolio performance against targets while maintaining relationship quality metrics
- Leverage technology to enhance client experience and operational efficiency
- Generate business opportunities through warm introductions to RBC partners and local market cultivation
- Contribute to team development by providing feedback, sharing learnings, and helping refine processes
Requirements:
- Financial Planning Designation (PFP, QAFP, or CFP)
- Mutual Funds License (IFIC or CSC)
- Licensed to serve clients in all provinces outside Quebec
- 2–3 years of proven sales and advice experience in financial services
- Strong adaptability and growth mindset
- Strong team collaboration and referral management skills
- Exceptional interpersonal skills
- Remote Office Employee capability (home office setup, time management, confidentiality compliance)
- Flexibility to work evenings and Saturdays
- Digital literacy across devices
What's in it for you?
- 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
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