RBC Financial Planning - Québec

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>**</b><span style="color:#000000"><b>This is for current and upcoming opportunities in locations across Québec.

**</b></span></p><br /><p><span style="color:#000000"><b>Financial Planner Relationship</b></span></p><br /><p style="color:!important"><span style="color:#000000"><b>What is the opportunity?</b></span></p><p style="color:!important"><span style="color:#000000">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.</span></p><br /><p style="color:!important"><span style="color:#000000"><b>What will you do?

</b></span></p><ul><li><span style="color:#000000">Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions</span></li><li><span style="color:#000000">Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets</span></li><li><span style="color:#000000">Cultivate relationships with service partners and local markets to optimize business opportunities and referrals</span></li></ul><br /><p style="color:!

important"><span style="color:#000000"><b>What do you need to succeed?</b></span></p><p style="color:!important"><span style="color:#000000"><b>Must-have</b></span></p><br /><ul><li><span style="color:#000000">Financial Planning Designation (IPF)</span></li><li><span style="color:#000000">Mutual Funds License (IFIC or CSC)</span></li><li><span style="color:#000000">Minimum 3 years’ experience in financial planning</span></li><li><span style="color:#000000">Proven networking and client acquisition skills</span></li><li><span style="color:#000000">Ability to develop a strong referral network</span></li><li><span style="color:#000000">Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

</span></li></ul><br /><p style="color:!important"><span style="color:#000000"><b>What’s in it for you?</b></span></p><p style="color:!important"><span style="color:#000000">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.

</span></p><br /><ul><li><span style="color:#000000">Full-time RBC employee status with unlimited earning potential and full benefits</span></li><li><span style="color:#000000">Work with a dynamic, collaborative, progressive, and high-performing team</span></li><li><span style="color:#000000">A world-class training program in financial services</span></li><li><span style="color:#000000">Flexible work/life balance options</span></li></ul><p><br /><br /></p><p><span style="color:#000000">F<b>inancial Planner, Investment and Retirement Planning</b></span></p><br /><p style="color:!

important"><span style="color:#000000"><b>What is the opportunity?</b></span></p><p style="color:!important"><span style="color:#000000">As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.

Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.</span></p><p><br /><br /></p><p style="color:!important"><span style="color:#000000"><b>What will you do?

</b></span></p><ul><li><span style="color:#000000">Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions</span></li><li><span style="color:#000000">Acquire and consolidate existing and new-to-RBC clients and assets</span></li><li><span style="color:#000000">Connect clients with the right RBC team members to help continuously meet their needs</span></li><li><span style="color:#000000">Develop external business referral sources through networking, marketing, and your centres of influence</span></li></ul><p><br /><br /></p><p style="color:!

important"><span style="color:#000000"><b>What do you need to succeed?</b></span></p><p><span style="color:#000000"><b>Must-have</b></span></p><ul><li><span style="color:#000000">Financial Planning Designation (IPF) or in the process of completion</span></li><li><span style="color:#000000">Mutual Funds License (IFIC or CSC)</span></li><li><span style="color:#000000">Minimum 2 years’ experience in financial planning</span></li><li><span style="color