Financial Planning, Relationship Manager - Trent Hills, Canada - Royal Bank of Canada
Description
Job Summary
What is the opportunity?
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 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.
What will you do?
- Provide tailormade financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively grow, expand and maintain your portfolio of clients using valuebased 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 (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and 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
- Fluency in a second language
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Fulltime RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and highperforming team
- A worldclass training program in financial services
- Flexible work/life balance options
Job Skills
Additional Job Details
Address:
15
DOXSEE ST N:
TRENT HILLS
City:
TRENT HILLS
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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