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Financial Planner - ST. THOMAS, Canada - Royal Bank of Canada
Description
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner in the St Thomas Market, 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 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 is the opportunity?
As an RBC Financial Planner in the St Thomas Market, 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 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 tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of 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 (PFP or CFP)
- 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
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.
RBCFP
Job Skills
Additional Job Details
Address:
1099 TALBOT ST:ST. THOMASCity:
ST. THOMASCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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