About this role
Role Overview
- Provide tailor-made financial planning advice and help clients reach their goals
- Actively maintain and expand your portfolio of clients using value-based relationship management practices
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- Must-have Financial Planning Designation (IPF)
- 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
- Bilingualism (English and French) required
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- A world-class training program in financial services
- Flexible work/life balance options