Financial Planner, Relationship Manager
RBC
full-time
Posted on:
Location Type: Office
Location: Guelph • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide tailor-made 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 value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningclient acquisitionrelationship managementnetworkingperformance targetsinvestment solutionscredit solutionsbanking solutions
Soft skills
strong financial acumencollaborationpartner relationship buildingvalue-based relationship management
Certifications
QAFPPFPCFPMutual Funds LicenseIFICCSC