Financial Planner Relationship- EN

RBC; Shawinigan; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Full-time status & benefits

Collaborative team

Training program

Flexible work-life balance

Job summary

RBC in Canada is seeking an experienced Financial Planner to manage and grow a portfolio of mass affluent clients, delivering ongoing reviews and holistic planning.

You will build long‑term relationships through tailored advice across investments, credit and everyday banking, and collaborate with service partners to maximize referrals.

This full‑time role combines base pay with variable compensation, offers world‑class training, and flexible work‑life options to support your clients and career.

Qualifications

• Must-have: Financial Planning Designation (IPF) or in process
• Must-have: 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

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using our investment, credit, and banking solutions
• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving targets
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

IPF certification in progress

Mutual Funds License (IFIC or CSC)

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.

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 (IPF) or in the process of 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

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:

12095 1 AV:SAINT-GEORGES

City:

Saint-Georges

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-20

Application Deadline:

2026-11-20

Note:

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

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.