RBC

Financial Planner

RBC

full-time

Posted on:

Location Type: Office

Location: Saint-Hyacinthe • 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

  • Must-have Financial Planning Designation (IPF)
  • 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
  • Bilingualism (English and French) required
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 & Tools
financial planninginvestment solutionscredit solutionsbanking solutionsclient acquisitionnetworking
Soft Skills
relationship managementperformance targetsreferral network development
Certifications
Financial Planning Designation (IPF)Mutual Funds License (IFIC)Mutual Funds License (CSC)