Description
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 responsibilities include:
- Providing tailor-made financial planning advice and helping clients reach their goals, using an array of investment, credit, and everyday banking solutions
- Actively growing, expanding, and maintaining your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivating relationships with service partners and local markets to optimize business opportunities and referrals
To succeed, you need:
Must-have
- Financial Planning Designation (QAFP, PFP, or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- Strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a 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
In return, you will receive:
- Full-time RBC employee status with unlimited earning potential and full benefits
- Opportunity to work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options