Financial Planner, Relationship Manager
RBC
full-time
Posted on:
Location Type: Office
Location: Carleton Place • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage and grow a portfolio of mass affluent clients
- Provide tailor-made financial planning advice and help clients reach their goals
- Acquire and consolidate existing and new-to-RBC clients and assets
- 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
Requirements
- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
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 planninginvestment knowledgecredit knowledgeclient acquisition
Soft skills
relationship managementnetworkingreferral development
Certifications
QAFPPFPCFPIFICCSC