Financial Planner, Relationship Manager

RBC; Stratford; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join a leading global bank as a Financial Planner, where you'll manage a portfolio of mass affluent clients. Provide tailored financial advice and build long-term relationships through superior service. Enjoy unlimited earning potential and comprehensive benefits while working with a dynamic team.

Benefits

Unlimited earning potential

Comprehensive benefits

Flexible work/life balance options

Access to world-class training programs

Qualifications

• Minimum of 3 years’ experience in financial planning.
• Strong financial acumen and proven networking skills.

Responsibilities

• Provide tailored financial planning advice to clients.
• Grow and maintain a client portfolio through relationship management.
• Build relationships with service partners and optimize business opportunities.

Skills

Financial Planning

Networking

Client Acquisition

Relationship Management

Education

Financial Planning Designation (QAFP, PFP, or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy and passion for holistic financial planning drive you to deliver world-class advice and solutions to help clients achieve their long-term goals. With a combination of base plus variable compensation, you can shape your future for yourself and your clients.

What will you do?

• Provide tailored financial planning advice and assist clients in reaching their goals using our extensive investment, credit, and banking solutions.
• Actively grow, expand, and maintain your client portfolio through value-based relationship management, achieving performance targets.
• Build relationships with service partners and local markets to optimize business opportunities and referrals.

What do you need to succeed?

Must-have

• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years’ experience in financial planning
• Strong financial acumen, proven networking, client acquisition, and relationship management skills, and a track record of collaboration.
• Ability to establish a market presence, build COI relationships, and develop strong partner relationships.

Nice to Have

• Ability to be mobile throughout the market.

What’s in it for you?

We thrive on challenges, continuous growth, and collaboration to deliver trusted advice that helps our clients thrive and communities prosper. We value support, potential, community impact, and mutual success.

• Full-time RBC employee status with unlimited earning potential and comprehensive benefits.
• Work with a dynamic, collaborative, high-performing team.
• Access to world-class financial services training programs.
• Flexible work/life balance options.

Job Skills

Additional Job Details

Address: 33 DOWNIE ST, STRATFORD

City: STRATFORD

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-05

Application Deadline: 2025-05-15

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we foster an inclusive workplace with diverse perspectives, supporting our growth as a leading global bank. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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