Rbc
FinancialPlanner,RelationshipManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Planner, Relationship Manager at Rbc. Manage and grow a portfolio of mass affluent clients. Provide ongoing comprehensive reviews of your clients’ financial circumstances”
What You'll Achieve.
Meet targets; Achieving performance targets
What They're Looking For.
Must Have
Financial Planning Designation (PFP or CFP or QAFP), Mutual Funds License (IFIC or CSC), Minimum 3 years’ experience in financial planning, Proven networking and client acquisition skills, Ability to develop a referral network
Nice to Have
Fluent in Punjabi, Hindi, or Gujrati
What You'll Do.
Manage and grow a portfolio of mass affluent clients
Provide ongoing comprehensive reviews of your clients’ financial circumstances
Create long-term relationships through superior advice
financial planning expertise
Provide tailor-made financial planning advice and help clients reach their goals
using our unparalleled array of investment
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
How You'll Work.
Communication Scope
Communication
Full Job Description
**_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 within the **Winnipeg Market**. 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. **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 or CFP or QAFP)** * 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 **** Fluent in Punjabi, Hindi, or Gujrati is an asset. **** **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. * A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable *
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