Relationship Manager in Financial Planning

Join RBC as a Relationship Manager to enhance client portfolios with tailored financial planning. Your expertise and energy will drive exceptional service for mass affluent clients seeking long-term solutions.
In this role, you will serve as a key advisor to a diverse portfolio of mass affluent clients, providing comprehensive financial reviews and advice that align with their goals. You’ll utilize your background in investments and credit to deliver customized solutions, and actively work to expand your network and client base through effective relationship management. Collaborating with local markets will enhance your business opportunities.
Key Responsibilities:
• Deliver tailored financial planning advice to clients
• Acquire and consolidate clients to grow your portfolio
• Develop long-term relationships through superior service
• Engage with partners to leverage business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• M...