• 2349385
  • (Reference :120599)
  • Financial Planner

DESCRIPTION

  • .Financial PlannerSouth Shore of Montreal  

     

     

    What is the opportunity?

     

    As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. 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 solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referrals

     

    What do you need to succeed?

     

    Must-have

     Financial Planning Designation (IQPF) or in the process of completionMutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkBilingualism (French and English); 

     

    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.

     Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance options

     

     

     

     

    About RBC
    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com.


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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

     

     

    JOB SUMMARY

    City:  Rive-Sud de Montréal 
    Address:  Rive-Sud de Montréal 
    Work Hours/Week:  37.5 
    Work Environment:  Branch 
    Employment Type:  Permanent 
    Career Level:  Experienced Hire/Professional 
    Pay Type:  Salary + Commission 
    Required Travel (%):  0-25 
    Exempt/Non-Exempt:  N/A 
    People Manager:  No 
    Application Deadline:  09/30/2016 
    Req ID:  120599

    Posting Notes:  SF:JB

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