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®)
The Financial Services Representative II works in a Banking Centre to foster key relationships with clients, understand financial and personal goals, and provide tailored service and products for financial success.
Responsibilities
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
Engage in marketing and outreach activities to show clients you value them and their communities.
Grow network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Introduce clients to mobile banking applications.
Manage cash management, credit, investment and wealth protection needs for clients.
Financial PlannerRoyal Bank of Canada · Markham, Canada