Financial Planner

RBC; Terrace; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major financial institution located in Terrace, Canada, is seeking a Financial Planner to manage and grow a portfolio of affluent clients. This role involves providing personalized financial planning advice and expanding client relationships while achieving performance targets. The ideal candidate will hold relevant financial planning designations and have experience in networking and client acquisition. This full-time position offers flexible work-life balance and competitive compensation with full employee benefits.

Benefits

Unlimited earning potential

Comprehensive benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Proven skills in client acquisition and networking.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand a portfolio of clients.
• Cultivate relationships with service partners and local markets.

Skills

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Job description

Job Description

What is the opportunity?

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 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 maintain and expand 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 (PFP®, QAFP™ or CFP®)
• 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

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

Finance Strategy, Mutual Funds

Additional Job Details

Address: 4640 LAKELSE AVE:TERRACE

City: Terrace

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-15

Application Deadline: 2026-01-05

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 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.

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