Description
As an RBC Financial Planner, you have the opportunity to manage and grow 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 a range of investment, credit, and everyday banking solutions
- Actively maintaining and expanding 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 in this role, you will need:
- Financial Planning Designation (IPF)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Bilingualism (English and French) required
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