Financial Planner

RBC; Moncton; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. In this dynamic role, you will provide personalized financial planning advice, leveraging various investment and banking solutions to help clients achieve their goals. Your networking and client acquisition skills will be key to expanding your client base and optimizing business opportunities. Join a collaborative team that values support, potential, and community impact, and enjoy the benefits of unlimited earning potential and flexible work-life balance options. This is your chance to make a real difference in clients' lives while thriving in a supportive environment.

Benefits

Unlimited earning potential

Benefits

World-class training in financial services

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Ability to speak & write both French and English is an asset.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand client portfolio through relationship management.
• Cultivate relationships with service partners for business opportunities.

Skills

Financial Planning Designation (PFP, QAFP, or CFP)

Mutual Funds License (IFIC or CSC)

Networking Skills

Client Acquisition Skills

Referral Network Development

Job description

Job Summary

As an RBC Financial Planner, you have the opportunity to manage and grow 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 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 your clients.

What will you do?

1. Provide tailor-made financial planning advice and help clients reach their goals, using our investment, credit, and banking solutions.
2. Actively maintain and expand your client portfolio through value-based relationship management, achieving performance targets.
3. 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 (PFP, QAFP, or CFP), or close to completion.
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Ability to speak & write both French and English is an asset but not mandatory.

What’s in it for you?

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

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

Additional Job Details

Address: 719 MOUNTAIN RD: MONCTON

City: MONCTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-06

Application Deadline: 2025-05-20

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

Inclusion and Equal Opportunity Employment

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

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