Financial Planner, Relationship Manager

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

Job summary

A leading financial institution in Moosomin is seeking a Financial Planner to manage and grow a portfolio of clients. You will provide personalized financial planning advice, build long-term relationships, and drive client success through tailored financial solutions. The ideal candidate will have a Financial Planning Designation and a minimum of 3 years’ experience in the field. This full-time role offers competitive compensation and a commitment to client support.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Career development opportunities

Collaborative team environment

Qualifications

• 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.
• Maintain and expand your portfolio of clients.
• Cultivate relationships with service partners.

Skills

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Strong referral network development

Job description

Overview

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Moosomin and Surrounding areas (expectation is to be mobile within these Markets). 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 drives 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.

Responsibilities

• 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

Qualifications

• Must-have: Financial Planning Designation (PFP or CFP or QAFP)
• 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Details

• Address: 633 MAIN ST:MOOSOMIN
• City: Moosomin
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-06-20
• Application Deadline: 2025-10-07

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.