Financial Planner, Relationship Manager

Socket.dev; London; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Job summary

RBC Financial Planner role offers growth and management of a mass affluent client portfolio. You provide comprehensive reviews of clients’ financial circumstances, building long-term relationships through expert planning and ongoing services while pursuing targets with energy.

You will deliver tailored planning advice using investments, credit and everyday banking solutions, grow your book through value-based relations, and collaborate with partners to maximize opportunities.

Qualifications

• Financial planning designation (QAFP, PFP or CFP) required.
• Mutual Funds License (IFIC or CSC) required.
• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with proven networking and client acquisition skills.
• Ability to create market presence and cultivate partner relationships.
• Willingness to be mobile throughout the market.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals using investment, credit, and everyday banking solutions.
• Grow and manage portfolio, achieving performance targets.
• Cultivate relationships with service partners and local markets to optimize opportunities.

Skills

Networking

Client acquisition

Relationship management

Market presence

Communication

Financial planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

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.

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:

1105 WELLINGTON RD:LONDON

City:

London

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-18

Application Deadline:

2026-09-01

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.