Financial Planner

RBC; Windsor; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join RBC as a Financial Planner in Windsor, where you will manage a portfolio of affluent clients, providing expert financial advice and planning. This role offers a competitive base salary plus variable compensation, fostering growth and collaboration in a dynamic team environment.

Benefits

Unlimited earning potential

Comprehensive benefits

World-class training in financial services

Flexible work/life balance options

Qualifications

• At least 3 years of experience in financial planning.
• Strong networking and client acquisition skills.

Responsibilities

• Provide customized financial planning advice to clients.
• Maintain and grow client portfolio through relationship management.
• Develop relationships with service partners to maximize opportunities.

Skills

Business Development

Client Centricity

Communication

Long-Term Planning

Education

Financial Planning Designation (PFP, QAFP, CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

Please note: This is a 12-month contract opportunity.

What is the opportunity?

As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients. You will provide comprehensive reviews of clients’ financial situations, build long-term relationships through expert advice, financial planning, and ongoing service. Your energy and passion for holistic financial planning will drive you to deliver world-class advice and solutions to help clients achieve their goals. This role offers a combination of base salary plus variable compensation, enabling you to shape your future and that of your clients.

What will you do?

• Provide customized financial planning advice to help clients meet their goals, utilizing our wide range of investment, credit, and banking solutions.
• Maintain and grow your client portfolio through relationship management and performance achievement.
• Develop relationships with service partners and local markets to maximize business opportunities and referrals.

What do you need to succeed?

Must-have:

• Financial Planning Designation (PFP, QAFP, CFP) or near completion.
• Mutual Funds License (IFIC or CSC).
• At least 3 years of experience in financial planning.
• Strong networking and client acquisition skills.
• Ability to develop a robust referral network.

What’s in it for you?

We foster a culture of excellence, growth, and collaboration, aiming to deliver trusted advice that helps clients and communities thrive. We value each other's potential, community impact, and mutual success.

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

Job Skills

Business Development, Client Centricity, Communication, Long-Term Planning

Additional Job Details

Address: 111 WATER ST, WINDSOR

City: WINDSOR

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Contract (Fixed Term)

Pay Type: Salaried

Posted Date: 2025-04-30

Application Deadline: 2025-05-21

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is key to our growth. We support our employees to perform at their best, collaborate effectively, innovate, and grow professionally. We are committed to policies and programs that foster respect, belonging, and opportunity for all.

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