Financial Planner Relationship

The Financial Planner Relationship position centres on providing tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Where ownership sits

5700 CH DE LA CÔTE DES NEIGES:MONTRÉALCity. Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

What the role carries

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. Driving innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

What the role depends on

• Ability to develop a strong referral network.
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.

Practical details

• Full-time RBC employee status with unlimited earning potential and full benefits.