Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Financial Planner Relationship | Planificateur(rice) financier(\xc3\xa8re) relationnel(le)



(English version below)

Faites carri\xc3\xa8re avec nous !

Ax\xc3\xa9e sur le soutien, la culture de RBC est riche en opportunit\xc3\xa9s et en r\xc3\xa9compenses. M\xc3\xbb par un esprit de coop\xc3\xa9ration, vous contribuerez \xc3\xa0 la r\xc3\xa9ussite des clients et \xc3\xa0 la prosp\xc3\xa9rit\xc3\xa9 des collectivit\xc3\xa9s.

Que vous aidiez nos clients \xc3\xa0 d\xc3\xa9nicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d\xe2\x80\x99expert aux partenaires internes, vous accomplirez un travail utile dans un environnement ax\xc3\xa9 sur le travail d\xe2\x80\x99\xc3\xa9quipe, le service, la responsabilit\xc3\xa9, la diversit\xc3\xa9 et l\xe2\x80\x99int\xc3\xa9grit\xc3\xa9.

En quoi consiste l\xe2\x80\x99occasion d\xe2\x80\x99emploi ?

En tant que planificateur financier de RBC, vous avez l\xe2\x80\x99occasion de g\xc3\xa9rer et de faire cro\xc3\xaetre un portefeuille de client\xc3\xa8le bien nantie. Vous effectuez, sur une base constante, l\xe2\x80\x99examen d\xc3\xa9taill\xc3\xa9 de la situation financi\xc3\xa8re des clients, en \xc3\xa9tablissant des relations \xc3\xa0 long terme gr\xc3\xa2ce \xc3\xa0 des conseils de qualit\xc3\xa9 sup\xc3\xa9rieure, une expertise en planification financi\xc3\xa8re et des services continus. Votre \xc3\xa9nergie d\xc3\xa9bordante pour atteindre les objectifs et votre passion pour la planification financi\xc3\xa8re en g\xc3\xa9n\xc3\xa9ral vous poussent \xc3\xa0 offrir des conseils et des solutions de renomm\xc3\xa9e mondiale pour aider les clients \xc3\xa0 atteindre leurs objectifs \xc3\xa0 long terme. Gr\xc3\xa2ce \xc3\xa0 un salaire de base combin\xc3\xa9 \xc3\xa0 une r\xc3\xa9mun\xc3\xa9ration variable, vous serez en mesure de cr\xc3\xa9er le futur que vous voulez pour vous-m\xc3\xaame et les clients que vous conseillez.

Quelles seront vos t\xc3\xa2ches ?

Offrir des conseils de planification financi\xc3\xa8re personnalis\xc3\xa9s et aider les clients \xc3\xa0 atteindre leurs objectifs gr\xc3\xa2ce \xc3\xa0 notre gamme in\xc3\xa9gal\xc3\xa9e de solutions de placement, de cr\xc3\xa9dit et de services bancaires courants

G\xc3\xa9rer activement et assurer la croissance d\xe2\x80\x99un portefeuille de clients, en ayant recours aux pratiques de gestion relationnelle fond\xc3\xa9e sur la valeur

Entretenir des liens avec les partenaires de service et les entreprises locales afin d\xe2\x80\x99optimiser les occasions d\xe2\x80\x99affaires et les recommandations

De quoi avez-vous besoin pour r\xc3\xa9ussir ?

Exigences

Accr\xc3\xa9ditation en planification financi\xc3\xa8re (IQPF) ou en voie d\xe2\x80\x99obtention

Repr\xc3\xa9sentant inscrit en fonds communs de placement (r\xc3\xa9ussite du cours Fonds d\xe2\x80\x99investissement au Canada ou du Cours sur le commerce des valeurs mobili\xc3\xa8res au Canada)

Au moins trois ans d\xe2\x80\x99exp\xc3\xa9rience dans le domaine de la planification financi\xc3\xa8re

Aptitudes av\xc3\xa9r\xc3\xa9es en r\xc3\xa9seautage et en acquisition de client\xc3\xa8le

Capacit\xc3\xa9 d\xe2\x80\x99\xc3\xa9tablir un solide r\xc3\xa9seau de recommandation de clients

Le titulaire de ce poste doit parler couramment le fran\xc3\xa7ais et l\xe2\x80\x99anglais afin de servir les clients francophones et anglophones de RBC dans ce march\xc3\xa9

Les avantages pour vous

Donner notre pleine mesure, penser autrement pour poursuivre notre croissance et travailler en \xc3\xa9quipe afin d\xe2\x80\x99offrir des conseils fiables qui contribueront \xc3\xa0 la r\xc3\xa9ussite des clients et \xc3\xa0 la prosp\xc3\xa9rit\xc3\xa9 des collectivit\xc3\xa9s, voil\xc3\xa0 un d\xc3\xa9fi que nous relevons avec brio. Nous nous soucions du bien-\xc3\xaatre de chacun et nous sommes d\xc3\xa9termin\xc3\xa9s \xc3\xa0 r\xc3\xa9aliser notre plein potentiel, \xc3\xa0 favoriser l\xe2\x80\x99essor des collectivit\xc3\xa9s et \xc3\xa0 contribuer \xc3\xa0 la r\xc3\xa9ussite de tous.

Statut d\xe2\x80\x99employ\xc3\xa9 \xc3\xa0 temps plein de RBC, potentiel de revenu illimit\xc3\xa9 et programme exhaustif d\xe2\x80\x99avantages sociaux

\xc3\x89quipe dynamique et performante ax\xc3\xa9e sur la progression et la collaboration

Programme de formation de classe mondiale sur les services financiers

Options flexibles de conciliation travail-vie personnelle

Joignez-vous \xc3\xa0 notre communaut\xc3\xa9 de talents

Tenez-vous au courant des formidables perspectives de carri\xc3\xa8re offertes \xc3\xa0 RBC. Inscrivez-vous et recevez des renseignements sur les plus r\xc3\xa9centes offres d\xe2\x80\x99emploi et les activit\xc3\xa9s de recrutement qui vous int\xc3\xa9ressent, de m\xc3\xaame que des conseils en mati\xc3\xa8re de gestion de carri\xc3\xa8re.

Repoussez vos limites et b\xc3\xa2tissez un nouvel avenir \xc3\xa0 RBC. D\xc3\xa9couvrez comment nous mettons notre passion et notre motivation au service du bien-\xc3\xaatre des clients et des collectivit\xc3\xa9s \xc3\xa0 rbc.com/carrieres.

FRJobs

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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\xe2\x80\x99 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

Manage a book of 350 clients

What do you need to succeed?

Must-have

Financial Planning Designation (IQPF)

Mutual Funds License (IFIC or CSC)

Minimum 3 years\xe2\x80\x99 experience in financial planning

Proven networking and client acquisition skills

Ability to develop a strong referral network

This role requires fluency in both French and English in order to serve RBC\xe2\x80\x99s French and English-speaking customers in this market

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.

• Network and develop lasting relationships with students from diverse backgrounds across Canada
• Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
• Leaders who support your development with coaching and learning opportunities
• Work in a dynamic, collaborative, progressive and high-performance team
• Ability to make a difference and lasting impact
• Enjoy a comfortable work environment with the ability to dress casually

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Job Summary

Address: MONTR\xc3\x89AL, Quebec, Canada

City: CAN-QC-MONTR\xc3\x89AL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-09-18

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.

Royal Bank of Canada