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Financial planner

RBC

This is a Part-time position in Guelph, ON posted February 22, 2020.

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Guelph Market.

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 (PFP or CFP) 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 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.

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 benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance options FPIRPFY About RBC Royal Bank of Canada is Canadas largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North Americas leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

We have over 80,000 full and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

and 37 other countries.

For more information, please visit rbc.com.

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Expand your limits and create a new future together at RBC.

Find out how we use our passion and drive to enhance the well-being of our clients and communities at Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion.

We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Disability-related accommodations during the application process are available upon request.

JOB SUMMARY City: Guelph Address: 74 Wyndham St N Work Hours/Week: as required Work Environment: Branch Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary + Variable Bonus Required Travel (%): 0-25 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 03/05/2020 Req ID: 156827 Posting Notes: