Financial Planner Relationship, Dorval

Job 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 boundless energy to meet targets and your passion for holistic financial planning 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 is the opportunity?

To manage and grow a portfolio of mass affluent clients, delivering comprehensive financial planning services and building long-term relationships. What will you do?

Provide tailor-made financial planning advice and help clients reach their goals using our investment, credit, and everyday banking solutions. Actively maintain and expand 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 (IPF). Mutual Funds License (IFIC or CSC). Minimum 3 years of experience in financial planning. Proven networking and client acquisition skills. Ability to develop a strong referral network. 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. Job Skills

Business Development, Client Centricity, Communication, Long Term Planning. Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. We strive to foster a workplace based on respect, belonging, and opportunity for all.

#J-18808-Ljbffr