Data editor creating personal finance journalism for The Globe and Mail. Analyzing data and building tools for consumer - focused stories across digital platforms.
About the role
- RBC financial planner advising British Columbia clients on investments, retirement, credit, and everyday banking. Building portfolios, referrals, and long-term client relationships.
Responsibilities
- Develop relationships with prospective and existing RBC clients and create custom investment solutions
- Prospect and network to drive new investment sales, supported by internal client referrals
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Provide tailor-made financial planning advice and solutions across investment, portfolio, credit, and everyday banking products
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the appropriate RBC team members
- Develop external business referral sources through networking, marketing, and centres of influence
- Maintain and expand client portfolios using value-based relationship management practices
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
- Achieve performance targets and help clients reach their long-term goals
Requirements
- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
Benefits
- Unlimited earning potential
- Full benefits
- Dynamic, collaborative, progressive, and high-performing team
- World-class training program in financial services
- Flexible work/life balance options
- Commission + Variable Incentive for the Financial Planner, Investment and Retirement Planning role
- Base plus variable compensation for the Financial Planner role
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