- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Actively maintain and expand 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

Requirements

- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- Proven networking and client acquisition skills
- Ability to develop a strong referral network

Core Competencies

Demonstrates expertise in financial planning, client acquisition, and relationship management,



with a robust focus on achieving performance targets and optimizing business opportunities through networking and referrals.

Highest-signal resume keywords

- Financial Planning Designation (QAFP, PFP, CFP)
- Mutual Funds License (IFIC, CSC)
- Investment Knowledge
- Client Acquisition Skills
- Networking Skills

ATS Optimization Keywords

Hard Skills

- Financial Planning
- Investment Strategies
- Credit Analysis
- Portfolio Management
- Performance Target Achievement

Soft Skills

- Relationship Management
- Communication Skills
- Networking Ability

Certifications & Qualifications

- Financial Planning Designation (QAFP, PFP, CFP)
- Mutual Funds License (IFIC, CSC)

Industry Keywords

- Financial Institution
- Client Portfolio Management
- Value-Based Relationship Management
- Referral Network Development

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📌 Financial Planner, Relationship Manager (Cobourg)
🏢 Jobtailor
📍 Cobourg