At a Glance
- Tasks: Provide tailored financial planning advice and help clients achieve their goals.
- Company: Join RBC, a leading bank committed to client success and community growth.
- Benefits: Unlimited earning potential, full benefits, and flexible work/life balance options.
- Other info: Dynamic team environment with world-class training and career growth opportunities.
- Why this job: Make a real impact by helping clients thrive with your financial expertise.
- Qualifications: Financial Planning Designation, Mutual Funds License, and 3 years of experience required.
The predicted salary is between 62100 - 75900 $ per year.
This is for current and upcoming opportunities in Rouyn-Noranda and Val d'Or.
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 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.
What do you need to succeed?
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, as you will regularly serve our clients with English and French-speaking needs.
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.
- 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.
RBC Financial Planning – Rouyn Noranda / Val d'Or in Val-d'Or employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
