Financial Planner, Relationship Manager

Royal Bank of Canada>; Niagara Falls; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a leading financial institution as a Financial Planner, where you will manage a portfolio of affluent clients. Your role will involve providing tailored financial advice and building long-term relationships to help clients achieve their financial goals. With a focus on professional growth and a supportive team environment, this position offers unlimited earning potential and comprehensive benefits.

Benefits

Unlimited earning potential

Full benefits

Flexible work/life balance options

World-class training program in financial services

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen and proven networking skills.
• Ability to develop market presence and cultivate partner relationships.

Responsibilities

• Provide tailored financial planning advice to clients.
• Grow and maintain client portfolio through relationship management.
• Cultivate relationships with service partners to optimize business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP, or CFP)

Mutual Funds License (IFIC or CSC)

Job description

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 drive 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 your clients.

• Specific location is to be determined; successful incumbent must be mobile within the Niagara Region.

What will you do?

1. Provide tailored financial planning advice and help clients reach their goals using our investment, credit, and banking solutions.
2. Grow, expand, and maintain your client portfolio through relationship management, achieving performance targets.
3. 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
• Strong financial acumen, proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration
• Ability to develop a market presence, build COI relationships, and cultivate strong partner relationships

Nice to Have

• Mobility throughout the market
• Fluency in Mandarin is an asset

What’s in it for you?

We thrive on the challenge to be our best, with 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 in our communities, and achieving mutual success.

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: 7452 MONTROSE RD, NIAGARA FALLS
• City: NIAGARA FALLS
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Posted Date: 2025-04-10
• Application Deadline: 2025-06-06
• Note: Applications accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

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