Financial Planner

What is the opportunity?

As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of clients’ financial circumstances, building long‑term relationships through superior advice and financial planning expertise.

What will you do?

• Provide tailor‑made financial planning advice and help clients reach their goals, using our array of investment, credit, and everyday banking solutions.
• Actively grow, expand and maintain 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.

What do you need to succeed?

Must‑have

• Proficiency in Hindi and/or Urdu.
• Financial Planning designation (QAFP, PFP or CFP).
• Mutual Funds license (IFIC or CSC). <...