The Financial Planner Relationship at Royal Bank of Canada is a client-facing role focused on building and managing a portfolio of mass-affluent clients by delivering tailored financial planning advice and relationship support. The role enables clients to choose their financial path through its extensive banking services and investment options and credit products.
Royal Bank of Canada is known for creating a workplace environment which supports all employees while enabling them to work together and develop their skills and maintain their health. Teams work in a dynamic setting with access to strong internal support, learning opportunities, and tools designed to help employees succeed.
Through its flexible work-life balance and competitive rewards system and its commitment to diversity and development and sustainable success Royal Bank of Canada establishes itself as a top banking institution in Canada. The organization helps its staff achieve their career goals while supporting their personal development.
Also hiring: Labour Relations Manager
Employer Details
Company Name : Royal Bank of Canada
Location : Montreal, Quebec, Canada
Salary : $146,650 per year
Job Type : Full Time
Start date : As soon as possible
Benefits : Growth mindset, community impact, full-time role, comprehensive benefits, high-performing teams, world-class training
Job Description
- The financial planning position requires professionals to build relationships with clients.
- The job requires employees to work full-time for 37.5 hours each week.
- The organization helps clients reach their financial objectives through its comprehensive financial solutions.
- The organization works to establish permanent relationships with its customers while increasing their business.
- The team operates together in a work environment that provides extensive training resources and professional development support.
- The organization allows employees to use hybrid work arrangements which depend on their particular job duties and their work site.
Responsibilities
- Help clients achieve their objectives through customized financial planning services.
- Provide clients with intelligent investment solutions and credit products and standard banking services.
- Establish dependable client relationships which continue to develop over time.
- Work together with partners and local staff members to create fresh business opportunities.
Requirements
- A good knowledge in Financial Planning Designation (IPF)
- A valid and updated Mutual Funds license (IFIC or CSC)
- The candidate needs to have at least three years of financial planning work experience.
- The applicant needs to show his ability to establish professional connections and acquire new clients.
- The person shows excellent ability to create and sustain professional networks which bring him new customers.
- The candidate can speak both English and French to meet the various requirements of our different customers.
How to Apply?
To explore the Financial Planner, Relationship opportunity in more detail and submit your application, please review the full job posting using the link provided and apply directly with Royal Bank of Canada.