Financial Planner Relationship

Financial Planner Relationship focuses on provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.

What the role involves

• 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.
• Financial Planning Designation (IPF) or in the process of completion.
• Ability to develop a strong referral network.

Skills and requirements

• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.

Confirmed role details

• Full-time RBC employee status with unlimited earning potential and full benefits.
• 3105 BOUL DES RÉCOLLETS:TROIS-RIVIÈRESCity.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Additional role context

• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.