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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 client relationship management, with a strong focus on acquiring and growing client portfolios while achieving performance targets. Proficient in developing tailored investment solutions and leveraging networking skills to optimize business opportunities.
Highest-signal resume keywords
Financial Planning Designation (PFP®, QAFP™ or CFP®)Mutual Funds License (IFIC or CSC)Client Acquisition SkillsPortfolio ManagementNetworking
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 SolutionsClient Portfolio ManagementPerformance Target AchievementValue-Based Relationship Management
Soft Skills
Relationship BuildingCommunicationNetworking
Certifications & Qualifications
Financial Planning Designation (PFP®, QAFP™ or CFP®)Mutual Funds License (IFIC or CSC)
Industry Keywords
Mass Affluent ClientsFinancial PlanningClient ReviewsBusiness Referral SourcesService Partners
About the role
Key responsibilities & impact- Develop relationships with prospective and existing RBC clients
- Create custom investment solutions and provide tailor-made financial planning advice
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to meet their needs
- Develop external business referral sources through networking, marketing, and centres of influence
- Actively maintain and expand client portfolios using value-based relationship management practices
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
- Achieve performance targets and help clients reach long-term financial goals
Requirements
What you’ll need- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
Benefits
Comp & perks- Full-time RBC employee status with unlimited earning potential and full benefits
- Commission + Variable Incentive for the Investment and Retirement Planning role
- Combination of base plus variable compensation for the Financial Planner role
- A world-class training program in financial services
- Flexible work/life balance options
- Dynamic, collaborative, progressive, and high-performing team environment