RBC

Financial Planner, Relationship Manager

RBC

full-time

Posted on:

Location Type: Office

Location: Estevan • Canada

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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 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 (PFP or CFP or QAFP)
  • 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
Benefits
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation
  • Commissions and stock where applicable
  • A world-class training program in financial services
  • Excellent career development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment solutionscredit solutionsbanking solutionsportfolio management
Soft Skills
relationship managementnetworkingclient acquisitionreferral development
Certifications
Financial Planning DesignationPFPCFPQAFPMutual Funds LicenseIFICCSC