Financial Planner Relationship
RBC — LAVAL, Quebec, Canada
Posted 2026-06-04
Job Description What is the opportunity? As a n RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients . You provide ongoing comprehensive review s 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 invest ment , credit , and everyday banking solution s Actively maintain and expand your portfolio of clients using value-based relationship management practices , achieving performance targets Cultivate relationships with service partners and local market s to optimize business opportunities and referrals What do you need to succeed? Must-have Financial Planning Designation (