Financial Planner

RBC; Burlington; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Job summary

RBC is seeking a Financial Planner in Burlington, Canada to grow and manage a portfolio of mass affluent clients. You will deliver ongoing reviews, build long-term relationships, and provide holistic planning with base plus variable compensation. Emphasis on client-centered advice and performance targets.

You will work with service partners, expand your client base, and contribute to a collaborative RBC team focused on excellence and community impact.

Qualifications

• Financial Planning Designation (QAFP, PFP or CFP) required.
• Mutual Funds License (IFIC or CSC) required.
• Minimum 3 years’ experience in financial planning.

Responsibilities

• Provide tailored financial planning advice using RBC solutions.
• Grow and manage a portfolio of mass affluent clients and meet targets.
• Cultivate relationships with service partners and local markets to drive referrals.

Skills

Financial planning

Client relationship management

Networking

Business development

Target-driven

Tools

Mutual Funds License (IFIC/CSC)

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 boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

Job Description

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 boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled 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

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

Nice to Have

• Ability to be mobile throughout the market

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address

3535 NEW ST:BURLINGTON

City

Burlington

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-07-22

Application Deadline

2026-08-25

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.