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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 developing tailored investment solutions and achieving performance targets. Bilingual in English and French, capable of serving diverse client needs and cultivating a robust referral network.
Highest-signal resume keywords
Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)Client Acquisition SkillsNetworking SkillsBilingualism (English and French)
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 ManagementCredit SolutionsBanking Solutions
Soft Skills
Relationship ManagementPartner Relationship CultivationClient Service
Certifications & Qualifications
Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)
Industry Keywords
Mass Affluent ClientsValue-Based Relationship ManagementPerformance TargetsReferral NetworkNetworking
About the role
Key responsibilities & impact- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Create long-term client relationships through financial planning expertise and ongoing services
- Provide tailor-made financial planning advice using investment, credit, everyday banking, and portfolio solutions
- Maintain and expand client portfolios using value-based relationship management practices
- Achieve performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
- Develop relationships and create custom investment solutions for prospective and existing RBC clients
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with appropriate RBC team members
- Develop external business referral sources through networking, marketing, and centres of influence
Requirements
What you’ll need- Financial Planning Designation (IPF) required for the Financial Planner Relationship role
- Financial Planning Designation (IPF) or in the process of completion for the Financial Planner, Investment and Retirement Planning role
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning for the Financial Planner Relationship role
- Minimum 2 years’ experience in financial planning for the Financial Planner, Investment and Retirement Planning role
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Ability to cultivate strong partner relationships
- Bilingualism (English and French) required
- Regularly serve clients with English- and French-speaking needs
Benefits
Comp & perks- Full-time RBC employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, progressive, and high-performing team
- World-class training program in financial services
- Flexible work/life balance options
- Base plus variable compensation
- Unlimited earning potential