Financial Planner

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provide comprehensive financial planning guidance utilizing RBC's investment and portfolio solutions

• Establish and uphold relationship strategies through regular and documented client interactions

• Offer personalized advice tailored to the financial situations of clients

• Collaborate with OneRBC partners to address credit, banking, and complex investment requirements

• Oversee portfolio performance in alignment with targets while ensuring quality metrics in relationships

• Utilize video conferencing, screen sharing, and advisor/client dashboards to improve client experience and efficiency

• Create business opportunities through warm introductions to RBC partners and by nurturing local market connections

• Provide insights, share experiences, and refine processes as the Team FP model progresses

• Cultivate and enhance relationships with emerging mass affluent clients through comprehensive financial planning and continuous support

⛳️ Requirements

• Financial Planning Designation (PFP, QAFP, or CFP)

• Mutual Funds License (IFIC or CSC)

• Authorized to serve clients in all provinces except Quebec

• 2–3 years of demonstrated sales and advisory experience in the financial services sector, particularly in investments

• Strong adaptability and a growth-oriented mindset

• Excellent team collaboration and referral management capabilities

• Outstanding interpersonal skills; ability to establish trust and foster relationships

• Capability to work remotely, including home office setup, time management, and adherence to confidentiality standards

• Willingness to work evenings and Saturdays

• Proficiency in digital tools across various devices

🏝️ Benefits

• Full-time employee status with RBC, offering unlimited earning potential and comprehensive benefits

• Access to a world-class training program in financial services

• Options for a flexible work/life balance

• Arrangement for virtual/remote office work