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Financial Planner, Estrie/Montérégie

RBC

This is a Contract position in Granby, QC posted November 14, 2020.

Financial Planner Estrie/Montérégie Region Eventhough the Financial Planners are working from home during the pandemic, the assigned branch would be Granb y What is the opportunity?

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.

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 (IQPF) 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 Bilingualism (French and English) 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 benefits Work with a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Flexible work/life balance options At RBC, the health and wellbeing of our employees and candidates is always our top priority.

Recruitment Process COVID-19 has accelerated change across our workplace, including our hiring practices As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person.

Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.

Workplace Flexibility You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied.

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

Health & Safety For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19.

All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.

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JOB SUMMARY City: Granby Address: 195, rue Principale Work Hours/Week: 37.5 Work Environment: Your Home Office Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary Commission Required Travel (%): 0 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 11/20/2020 Req ID: 290480 Platform: Personal & Commercial Banking Ad Code(s):