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Financial Planner Relationship Intern

RBC Royal Bank · Gatineau, QC

Pay
Not listed
Type
Full time
Posted
Oct 20
Closes
Not listed
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<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><span style="color:#000000"><b>What is the opportunity?

</b> </span></p><p style="color:!important"><span style="color:#000000"><b><span></span></b> 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><p style="color:!important"><span style="color:#000000"><span></span> </span></p><p style="color:!

important"><span style="color:#000000"><b>What will you do?</b> </span></p><ul><li><span style="color:#000000"><b><span></span></b> 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><p style="color:!

important"><span style="color:#000000"><span></span> </span></p><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><span></span></b> </span></p><p style="color:!important"><span style="color:#000000"><b>Must-have</b> </span></p><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><p style="color:!important"><span style="color:#000000"><b><span></span></b> </span></p><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"><b><span></span></b> 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></span> </span></p><ul><li><span style="color:#000000">Full-time RBC employee status with unlimited earning potential and full benefits </span></li></ul><ul><li><span style="color:#000000">Work with a dynamic, collaborative, progressive, and high-performing team </span></li></ul><ul><li><span style="color:#000000">A world-class training program in financial services </span></li></ul><ul><li><span style="color:#000000">Flexible work/life balance options </span></li></ul><p> </p><p></p><p></p><p style="text-align:left"><u><b>Job Skills</b></u></p>Business Development, Client Centricity, Communication, Long Term Planning<p></p><p></p><p style="text-align:left"><u><b>Additional Job Details</b></u></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 style="text-align:left"><b>Address:</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>1100 BOUL MALONEY O:GATINEAU<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>City:</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>Gatineau<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>Country:</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>Canada<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>Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div

Found on RBC Royal Bank’s own careers site. You apply directly with them.

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