Financial Planner is primarily focused on long-term relationships with clients via comprehensive reviews and focused on helping the client meet their objective. You can create a portfolio of high net worth individuals and develop long term relationships with your clients through better advice and planning.
Royal Bank of Canada offers all its employees and clients with a workplace that is supportive and inclusive. It also values the different viewpoints and contributions of its employees and empowers them to work together, think outside the box, and develop their professional skills.
In addition, you will be responsible for expanding your client base, achieving your performance goals by leveraging strong referral sources and building the relationships necessary to secure those referrals from all the internal partners and market areas that you are connected to. For more information you can read the post below.
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Employer Details
Company : Royal Bank Of Canada
Location : Montreal, Quebec, Canada
Salary : CA$96,525 per year
Job type : Full-time
Start Date : As soon as possible
Benefits: Compensation that is competitive, performance-based bonus systems, flexible and comprehensive benefits package, commitment to growing careers and providing an opportunity for internal mobility, coaching, mentoring and developing talent with supportive leaders, strong, dynamic and high-performing collaborative team environment, an opportunity to engage in impactful and challenging work, flexible work/life balance options, an inclusive and diverse workplace culture, and an opportunity to make a significant impact on clients and communities.
Job Description
- Financial Planner is primarily focused on long-term relationships with clients via comprehensive reviews and focused on helping the client meet their objective.
- Delivering reliable, customer-centric guidance that assists clients in achieving financial objectives and assisting communities with growth.
- Developing and maintaining effective relationships with customers through a customer-focused philosophy and an advisory-based service delivery model.
- Increasing business opportunities by providing the ability to grow client portfolios and driving additional income for your company.
- Communicating effectively to provide long-term solutions for customers’ financial goals through identifying their needs.
Responsibilities
- Through a comprehensive financial plan, assist and develop a mass affluent client base by providing a complete service to the client through customized investment advice, comprehensive credit solutions, and all aspects of their banking needs.
- Conduct routine reviews of each client’s financial position, allowing them to understand how their assets and liabilities align with their future, aligned with their long-term aspirations.
- Develop new customers and develop existing customer relationships, with an emphasis on meeting required performance standards.
- Develop and keep strong client relationship-building networks by fostering cooperation between internal partners and local-market opportunities.
- Provide excellent client service through clear communication and regular client management appointments.
Requirements
- Financial Planning Designation (IPF), Must-have.
- Mutual Funds License – IFIC OR CSC.
- Minimum 3 Years Experience In Financial Planning.
- Track Record Of Building, Maintaining And Developing Relationships With Clients
How to apply?
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