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Financial Planner Relationship

Royal Bank of Canada · MONTRÉAL, Quebec, Canada

Full-time Posted 4 days ago

About this role

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>What is the opportunity?</b></p><p><span>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</span><span>’</span><span> 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.</span></p><p></p><p><b>What will you do?</b></p><ul><li><p>Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions</p></li><li><p>Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets</p></li><li><p>Cultivate relationships with service partners and local markets to optimize business opportunities and referrals</p></li></ul><p></p><p><b>What do you need to succeed?</b></p><p></p><p><b>Must-have</b></p><ul><li><p>Financial Planning Designation (IPF)</p></li><li><p>Mutual Funds License (IFIC or CSC)</p></li><li><p><span>Minimum 3 years</span><span>’</span><span> experience in financial planning</span></p></li><li><p>Proven

Apply for this role on Royal Bank of Canada’s official careers site.

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