Financial Planner, Relationship Manager

RBC; Burlington; On-site; CAD 60,000 - 90,000; Full time

Job summary

RBC is seeking a Financial Planner, Relationship Manager, to grow and manage a portfolio of mass affluent clients. The role involves creating long-term relationships through tailored financial advice and services, with a focus on achieving clients' long-term goals. Applicants should have a Financial Planning Designation, a Mutual Funds License, and at least 3 years of relevant experience, with significant opportunities for professional growth and unlimited earning potential.

Benefits

Full benefits

Dynamic and collaborative team environment

World-class training program

Flexible work/life balance options

Qualifications

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

Responsibilities

• Provide tailor-made financial planning advice to help clients reach their goals.
• Actively grow and maintain a portfolio of clients achieving performance targets.
• Cultivate relationships with service partners to optimize business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Job description

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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.

• Specific work location is to be determined. Successful incumbent must be mobile within the Halton, Hamilton & Niagara Region
  
  

Job Summary

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.

• Specific work location is to be determined. Successful incumbent must be mobile within the Halton, Hamilton & Niagara Region
  
  

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:

1145 BARTON ST E:HAMILTON

City:

HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-25

Application Deadline:

2025-07-09

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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