Financial Planner is primarily focused on long-term relationships with clients via comprehensive reviews and focused on helping the client meet their objective.The job entails assisting and developing a mass affluent client base through the provision of full-service, personalized financial planning.
The job entails offering full-service, personalized financial planning to clients through the development of a comprehensive financial plan that addresses not only investment needs but also credit and day-to-day banking needs, while simultaneously growing the client relationship in accordance with organisational performance objectives.
The job offers a full-time career with a dynamic, inclusive, and collaborative work environment; competitive salary and benefits; world-class training in the financial services industry; and a strong emphasis on professional development, collaboration, and flexible work–life balance, which supports long-term career growth.
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Employer Details
Company : Royal Bank Of Canada
Location : LAVAL,Quebec,Canada
Salary : $52,000 to $123,739 annually
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.
- Offer individualised financial planning advice in the areas of credit, investments, insurance, as well as everyday banking services.
- Guide clients to reach their financial goal, both short-term and long-term, through a holistic approach to planning.
- Manage a portfolio of clients by offering value-based relationship management strategies.
- Strive to reach individual and portfolio performance targets by actively engaging with each client.
- Develop and maintain favourable relationships with local communities and service partners in order to obtain referral sources.
- Work with other team members in a high-performing and client-centric team environment to achieve success.
Responsibilities
- Utilize a comprehensive financial planning process to grow and manage a client base.
- Conduct periodic reviews of clients’ financial situations and provide appropriate recommendations.
- Create comprehensive product offerings that encompass a range of services, including investment, credit and transactional banking.
- Continuously develop new clients and expand on existing client relationships as they relate to achieving production expectations.
- Establish and maintain robust referral networks with internal affiliates and local businesses.
- Deliver high quality service through effective communication & fostering long-term relationships with clients.
Requirements
- An IPF designation (Investment Planning Forum) and a mutual fund license (either an IFIC or a CSC).
- You must have a minimum of three (3) years’ experience in a financial planning/advisory capacity.
- You must demonstrate strong skills in client acquisition, networking and managing relationships with clients.
- You must have a successful history of developing and maintaining a referral network.
How to apply?
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