Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Compensation
base plus variable compensation
Responsibilities
Provide tailor‑made financial planning advice and help clients reach their goals
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)
Nice to have: Ability to be mobile throughout the market
Nice to have: Cantonese and Mandarin Language skills
Grow and manage a portfolio of mass affluent clients by providing comprehensive financial reviews, long-term advice, and financial planning expertise.
Compensation
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)
Nice to have: Ability to be mobile throughout the market
Create custom investment solutions for prospective and existing RBC clients, providing tailor-made financial planning advice and solutions.
Responsibilities
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
Financial Planning Designation (QAFP, PFP® or CFP®)
Financial PlannerRoyal Bank of Canada · Markham, Canada