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Financial Planner Atlantic Canada

RBC
Moncton, Canada
Posted 28 days ago Permanent Competitive Salary
S
Posted by
Simon Hurd
Recruiter

Job Title

Financial Planner Atlantic Canada

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.   You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

We are hiring in multiple locations across Atlantic Canada!    Specific details will be discussed during the interview process.  

What will you do?

  • 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

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP®, QAFP® or CFP®), or close to completion
  • 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

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same.  Reasonable accommodation is available where required by law.

​RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Summary

Exécuter des tâches de soutien administratif pour une équipe de vente. Exécuter une grande variété d’affectations administratives et opérationnelles poussées en comptant sur sa vaste connaissance du travail à accomplir, des politiques et des pratiques pertinentes.

Address:

MONCTON, New Brunswick, Canada

City:

CAN-NB-MONCTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-03-22-07:00

Application Deadline:

2022-06-30-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.

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