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About the Role
As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients, providing comprehensive financial reviews and building long-term relationships through expert advice and services. Your goal is to help clients achieve their long-term objectives with a combination of base plus variable compensation.
Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively grow, expand and maintain 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
Requirements
- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
- Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
- Ability to be mobile throughout the market
- Cantonese and Mandarin Language skills
Skills
- Business Development
- Client Centricity
- Communication
- Long Term Planning
Location
- 3640 VICTORIA PARK AVE:TORONTO
- Toronto
- Canada
Work Type
- Full time
Experience Level
- Minimum 3 years’ experience in financial planning
Education Level
- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
Salary/Compensations
- Salaried
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Flexible work/life balance options
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Equal Opportunity
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.