Overview
Relationship Financial Planner, Asian Market Jobs in Montreal, Canada at 0000050007 Royal Bank of Canada
Location: Montreal
Job Description
RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals.
What is the opportunity?
As an RBCFinancial Planner,youhave the opportunity tomanage andgrowa portfolio ofmass affluent clients.
Youprovide ongoingcomprehensivereviewsof your clients’ financial circumstances,creatinglong-term relationships through superioradvice, financial planningexpertise, 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 achievetheir 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?
Providetailor-made financial planning advice andhelp clients reach their goals,using our unparalleled array of investment,credit,andeverydaybankingsolutions
Activelymaintainandexpandyourportfolio of clients using value-based relationship management practices, achieving performance targets
Cultivaterelationships with service partners and local marketstooptimizebusiness opportunities and referrals
What do you need to succeed?
Must-have
Financial Planning Designation (IPF)
Mutual Funds License (IFIC or CSC)
Minimum3years’ 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’sin 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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address:
1140 RUE SAINTE CATHERINE O:
MONTRÉAL
City:
Montréal
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:
Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.
Title: Relationship Financial Planner, Asian Market
Company: 0000050007 Royal Bank of Canada
Location: Montreal, Canada
Category:
