This recruiter is online.

This is your chance to shine!

Apply Now

Planificateur(rice) financier(ère) relationnel(le), Stagiaire

Saguenay, QC
  • Number of positions available : 1

  • To be discussed
  • Starting date : 1 position to fill as soon as possible

Rsum du travail

Description du poste

*** This is an opportunity for the Saguenay region ***

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) or in the process of completion
  • 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
  • The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs.

Whats 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

Comptences professionnelles

Additional Job Details

Adresse :

106 RUE RACINE E:SAGUENAY

Ville :

SAGUENAY

Pays :

Canada

Nombre dheures de travail par semaine:

37.5

Type demploi:

temps plein

Secteur dactivit:

Services bancaires aux particuliers et aux entreprises

Type de fonction:

Rgulier

Type dchelle salariale :

Salari

Date daffichage :

2024-03-13

Date limite des candidatures :

Inclusion et quit en matire demploi

RBC, nous favorisons la diversit et linclusion pour stimuler linnovation et la croissance. Nous nous engageons btir des quipes inclusives et un milieu de travail quitable pour que nos employs puissent tre entirement eux-mmes au travail. Nous agissons contre les ingalits et les biais systmiques afin de soutenir notre clientle, nos collectivits et notre effectif diversifis.

Nous veillons galement aux questions daccessibilit pour nos employs ventuels ayant des capacits diffrentes. Veuillez communiquer avec nous si vous avez besoin damnagements pendant le processus de recrutement.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 jobs.rbc.com.


Requirements

Level of education

undetermined

Work experience (years)

undetermined

Written languages

undetermined

Spoken languages

undetermined