Financial Planner

Royal Bank of Canada; Markham; Sur place; CAD 85 000 - 120 000; Plein temps

Avantages offerts par ce poste

Unlimited earning potential

Full benefits

World-class training program

Flexible work arrangements

Résumé du poste

Royal Bank of Canada is seeking an RBC Financial Planner to grow and manage a portfolio of mass affluent clients. You will provide ongoing reviews and holistic financial planning using a wide range of products, aiming to build long-term relationships and meet performance targets.

The role offers base plus variable compensation, strong training, and a collaborative team environment in Markham, Ontario, with full-time status and benefits.

Qualifications

• Financial planning designation required (QAFP, PFP or CFP).
• Mutual Funds license (IFIC or CSC) preferred/required.
• Minimum 3 years' experience in financial planning.
• Strong networking, client acquisition and relationship management skills.

Responsabilités

• Provide tailored financial planning advice using investment, credit and banking solutions.
• Grow and maintain a portfolio of mass affluent clients to meet targets.
• Cultivate relationships with service partners and local markets for referrals.

Connaissances

Networking

Client acquisition

Relationship management

Communication

Formation

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Description du poste

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.

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
• Cantonese and Mandarin Language skills

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: 1661 DENISON ST

Markham City: Markham

Markham Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-28 Application Deadline: 2026-11-12 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.