Financial Planner Relationship, Drummondville

About the role

RBC is actively seeking a dedicated Financial Planner Relationship professional in Drummondville, Quebec, to manage and expand a portfolio of mass affluent clients. This pivotal role involves providing ongoing, comprehensive reviews of clients’ financial circumstances, fostering long-term relationships built on superior advice, financial planning expertise, and consistent service. Candidates must possess boundless energy to meet performance targets and a genuine passion for holistic financial planning, enabling them to provide world-class advice and solutions that genuinely help clients achieve their long-term aspirations. This opportunity offers a competitive compensation structure, allowing professionals to shape their future while making a significant impact on their clients' financial well-being.

Details

In this role, you will be instrumental in providing tailor-made financial planning advice, leveraging RBC's unparalleled array of investment, credit, and everyday banking solutions to help clients reach their financial objectives. A core responsibility is to actively maintain and expand your client portfolio through value-based relationship management practices, consistently achieving performance targets. Successful candidates will also cultivate robust relationships with service partners and local markets, identifying and optimizing business opportunities and referrals. The ability to develop a strong referral network is crucial for success, ensuring a steady stream of new clients seeking expert financial guidance. Your commitment to exceptional client service and strategic planning will be key to your success and the prosperity of the clients you serve.

To succeed as an RBC Financial Planner, several key qualifications are essential. Must-have requirements include a Financial Planning Designation (IPF) or being actively in the process of completion, alongside a Mutual Funds License (IFIC or CSC). Candidates should bring a minimum of three years of experience in financial planning, demonstrating a proven track record in networking and client acquisition. This experience ensures you are well-equipped to provide sophisticated financial advice and build lasting relationships. RBC is committed to providing a supportive environment where employees can thrive, offering a full-time status with unlimited earning potential and comprehensive benefits. You will work within a dynamic, collaborative, and high-performing team, benefiting from a world-class training program in financial services and flexible work/life balance options. We believe that by empowering our employees, we can provide the best possible advice and service to our clients and communities.

At RBC, we are guided by shared values of Client First, Integrity, Collaboration, Respect, and Excellence, striving to win together as One RBC. We believe in fostering an inclusive workplace with diverse perspectives, which is fundamental to our continued growth as one of the world's largest and most successful banks. Our commitment extends to maintaining an environment where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally. This commitment helps us bring our Purpose to life and create significant value for our clients and the communities we serve. Joining RBC means expanding your limits and creating a new future, where your passion and drive will enhance the well-being of our clients and prosper our communities through expert financial planning and advice. We truly care about each other, reaching our collective potential, and making a tangible difference.