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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment solutions, with a strong focus on relationship management and client engagement. Proven ability to adapt and collaborate effectively while nurturing client relationships and generating business opportunities.
Highest-signal resume keywords
Financial Planning DesignationMutual Funds LicenseSales Experience in Financial ServicesClient Relationship ManagementDigital Literacy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment SolutionsPortfolio ManagementSales StrategyClient Advisory
Soft Skills
Interpersonal SkillsTeam CollaborationAdaptabilityGrowth MindsetTrust Building
Tools & Technologies
Video ConferencingScreen SharingClient Dashboards
Certifications & Qualifications
PFPQAFPCFPIFICCSC
Industry Keywords
Financial ServicesMass Affluent ClientsRelationship StrategiesBusiness OpportunitiesRemote Office Capability
About the role
Key responsibilities & impact- Provide coordinated financial planning advice using RBC investment and portfolio solutions
- Establish and maintain relationship strategies with regular, documented client contact
- Deliver tailored advice based on clients’ financial circumstances
- Coordinate with OneRBC partners for credit, banking, and complex investment needs
- Manage portfolio performance against targets while maintaining relationship quality metrics
- Use video, screen sharing, and advisor/client dashboards to enhance client experience and efficiency
- Generate business opportunities through warm introductions to RBC partners and local market cultivation
- Contribute feedback, share learnings, and refine processes as the Team FP model evolves
- Nurture and grow emerging mass affluent client relationships through holistic financial planning and ongoing support
Requirements
What you’ll need- Financial Planning Designation (PFP, QAFP, or CFP)
- Mutual Funds License (IFIC or CSC)
- Licensed to serve clients in all provinces outside Quebec
- 2–3 years of proven sales and advice experience in financial services, particularly investments
- Strong adaptability and growth mindset
- Strong team collaboration and referral management skills
- Exceptional interpersonal skills; ability to build trust and nurture relationships
- Remote Office Employee capability, including home office setup, time management, and confidentiality compliance
- Flexibility to work evenings and Saturdays
- Digital literacy across devices
Benefits
Comp & perks- Full-time RBC employee status with unlimited earning potential and full benefits
- World-class training program in financial services
- Flexible work/life balance options
- Virtual/remote office work arrangement