For Recruiters

Relationship Financial Planner

RBC
Canada, Montreal
Posted about 2 months ago Flexible Permanent Competitive Salary
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of high net worth clients. You perform, on an ongoing basis, the detailed review of clients' financial situation, building long-term relationships through superior advice, financial planning expertise and ongoing service. Your boundless energy for achieving goals and your passion for financial planning in general drives you to offer world-class advice and solutions to help clients achieve their long-term goals. With a base salary combined with variable compensation, you will be able to create the future you want for yourself and the clients you advise.

What will your tasks be?

  • Provide personalized financial planning advice and help clients achieve their goals through our unparalleled suite of investment, credit and day-to-day banking solutions
  • Actively manage and ensure the growth of a portfolio of clients, using value-based relationship management practices
  • Maintain relationships with service partners and local businesses to maximize business leads and referrals

What do you need to be successful?                                 

Requirements

  • Accreditation in financial planning (IQPF) obtained 
  • Mutual Funds Registered Representative (successful completion of the Canadian Investment Funds Course or the Canadian Securities Course)
  • At least three years of experience in the field of financial planning
  • Proven skills in networking and customer acquisition
  • Ability to establish a strong client referral network
  • Bilingualism required (French and English)

The benefits for you

Giving our full potential, thinking differently to continue our growth and working as a team to offer reliable advice that will contribute to the success of clients and the prosperity of communities, this is a challenge that we meet with flying colors. We care about everyone's well-being and are determined to realize our full potential, foster the development of communities and contribute to the success of all.

  • Full-time RBC employee status, unlimited earning potential and a comprehensive benefits program
  • Dynamic and efficient team focused on progress and collaboration
  • World-class financial services training program
  • Flexible work-life balance options

At RBC, the health and well-being of our employees and candidates remains our top priority .

Recruitment Process
COVID-19 has accelerated change in our workplace, including our hiring practices! Therefore, throughout the recruitment process, you may be asked to communicate with us virtually and you are not required to meet with us in person. Our recruiters will explain how our video interview technology will be used at different stages of the process and will be available to answer your questions.

Workplace flexibility
You will have the option of continuing to work from home, if you can be fully productive and if the requirements of your role, including regulatory obligations, can be met. We are committed to acceding to requests for flexible working arrangements, investing in technology or other resources to enable you to work effectively from home, whenever possible.

Health and security
As for employees who may be required to work on our premises, we are doing our part to protect their health and are taking additional precautions to reduce the spread of COVID-19. All RBC premises will be set up to ensure compliance with physical distancing requirements and the application of preventive measures (hand sanitizer, antiseptic wipes, masks and other protective equipment).

RBC requires, as a condition of employment, that all successful applicants in the United States or Canada be fully immunized against COVID-19 prior to their start date. They may have to show proof of vaccination. Reasonable accommodations are offered when required by law.

Job ID  R-0000000464
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