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 planners delivering tailored investment, credit, and banking advice across British Columbia markets. Building client portfolios, referrals, and long-term financial relationships.
Responsibilities
- Develop relationships with prospective and existing RBC clients
- Create custom investment solutions and provide tailor-made financial planning advice
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to meet their needs
- Develop external business referral sources through networking, marketing, and centres of influence
- Actively 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 long-term financial 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
- Full-time RBC employee status with unlimited earning potential and full benefits
- Commission + Variable Incentive for the Investment and Retirement Planning role
- Combination of base plus variable compensation for the Financial Planner role
- A world-class training program in financial services
- Flexible work/life balance options
- Dynamic, collaborative, progressive, and high-performing team environment
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