Financial Planner, Relationship Manager

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions


• Acquire and consolidate existing and new-to-RBC clients and assets


• 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

Requirements

• Financial Planning Designation (QAFP, PFP or CFP)


• Mutual Funds License (IFIC or CSC)


• Minimum 3 years’ experience in financial planning within a financial institution


• Strong investment and credit experience/knowledge


• Proven networking and client acquisition skills


• Ability to develop a strong referral network

Core Competencies

Demonstrates expertise in financial planning, client acquisition, and relationship management, with a strong focus on achieving performance targets and optimizing business opportunities through networking and referrals.

Highest-signal resume keywords

• Financial Planning Designation (QAFP, PFP, CFP)


• Mutual Funds License (IFIC, CSC)


• Investment Knowledge


• Client Acquisition Skills


• Networking Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Investment Strategies


• Credit Analysis


• Portfolio Management


• Performance Target Achievement

Soft Skills

• Relationship Management


• Communication Skills


• Networking Ability

Certifications & Qualifications

• Financial Planning Designation (QAFP, PFP, CFP)


• Mutual Funds License (IFIC, CSC)

Industry Keywords

• Financial Institution


• Client Portfolio Management


• Value-Based Relationship Management


• Referral Network Development