Financial Planner, Relationship Manager

RBC; Niagara Falls; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner to manage a diverse portfolio of affluent clients. This role emphasizes building long-term relationships through exceptional financial planning and advice. You will leverage your skills to provide tailored solutions, achieve performance targets, and collaborate with local markets for business growth. With a focus on professional development and a supportive team environment, this is an exciting opportunity to make a meaningful impact in clients' financial journeys while enjoying a flexible work-life balance and unlimited earning potential.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Strong financial acumen and proven networking skills are essential.
• Experience in client acquisition and relationship management is required.

Responsibilities

• Provide tailored financial planning advice to clients.
• Grow and maintain a portfolio using relationship management practices.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

3 years’ experience in financial planning

Job description

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 location is to be determined, however successful incumbent must be mobile within the 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
• Fluency in Mandarin is an asset

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: 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

Pay Type: Salaried

Posted Date: 2025-04-10

Application Deadline: 2025-05-08

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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