Reference Number: PCK232-270082

Requisition Number: 109404

Position Type: Full-Time

Position Category: Sales

Relocation: Not Indicated

Job Description:

The Financial Planner role is to establish and maintain long-term profitable relationships with a portfolio of clients creating exceptional loyalty by providing superior financial planning expertise, service and financial advice.  The Financial Planner will provide also ensure the effective use of RBC specialists and delivery channels.

This position will be held accountable for the retention of relationship managed target client base, extension of existing business opportunities which would include sales and/or revenue targets, acquisition of referred business from existing clientele, and referral targets to RBC members.

We thank all interested candidates, however, only those selected for an interview will be contacted.

Requirements:

Knowledge/Accreditations:

• In addition to possessing either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), candidates must hold a Financial Planning designation, either Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
• The ideal candidate will have expertise in financial planning

Experience:

• Previous successful sales experience in the financial industry
• Proven application of business acquisition, establishing community and client relationships, and with success in business growth
• Experience creating a referral network or possesses a current extensive network of centres of influence

Skills/Competencies/Attributes:

• A strong sales orientation and a demonstrated passion for putting clients first
• Strong relationship builder - able to establish both internal and external working relationships in order to identify and implement strategies for business growth
• Excellent communication, time management and organizational skills
• Demonstrated PC literacy, including financial planning software and Microsoft Office
• Demonstrated commitment to ongoing learning

Education:
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required.

Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in generating revenue, building and manage client relationships and developing general product/client knowledge.

RBC offers a Total Rewards program including competitive salary, opportunities for performance bonuses based on performance thresholds along with an array of flexible benefit, work/life and career development programs, long term investment and retirement savings plans.

Key Accountabilities:

1. Actively manage assigned target clients using value-based relationship managed practices, and provides ongoing financial advice leveraged from the client's financial plan, and use of financial planning software. Offers an ongoing holistic review of client financial circumstances.
2. Ensures that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Fulfill all regulatory requirements to maintain financial planning and securities registration.
3. Develops relationships with service partners and local market to optimize business opportunities and referrals. Refer clients to other RBC business entities as appropriate.
4. Grow assets of assigned book of clients. Achieve asset targets through the sale of RBC products and services.

Experience: Less than 1 year

Education: BA/BS

Accreditations: See posting for details

Skills: Identifying Business Opportunities, Teamwork and Co-operation, Time Management, Excellent Written & Communication Skills, Listening, Understanding and Responding, Sales, Information Seeking, Relationship Building, Achievement Motivation, Customer Service/ Service Partner Orientation, Impact and Influence

We thank all interested candidates however only those selected for an interview will be contacted.

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=644392-1384-1271.