Financial Planner Relationship

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.

• 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.

• Financial Planning Designation (IPF) or in the process of completion.
• 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.

• Full‑time RBC employee status with unlimited earning potential and full benefits.
• Work with a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.
• Flexible work/life balance options.

Business Development, Client Centricity, Communication, Long Term Planning

• Address: 2665 RUE KING O:
  
  SHERBROOKE
• City:
  Sherbrooke
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type:
  
  Salaried

Posted Date:

Final date to receive applications:
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

At 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.

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