Financial Planner, Relationship Manager

RBC; North Dundas; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Full-time RBC employee status

Full benefits

Unlimited earning potential

Job summary

RBC is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients in Canada. You will deliver comprehensive reviews, build long-term relationships, and provide world-class financial planning and solutions to help clients reach their goals.

Expect a base plus variable compensation with generous earning potential. You will acquire and consolidate clients, expand your portfolio through proactive relationship management, and collaborate with service partners across local

Qualifications

• Must-have: Financial Planning designation (QAFP, PFP or CFP).
• Must-have: Mutual Funds license (IFIC or CSC).
• Minimum 3 years' experience in financial planning within a financial institution.
• Strong investment and credit experience/knowledge.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using an array of investment, credit, and banking solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Actively maintain and expand your portfolio using value-based relationship management practices to achieve targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Client acquisition

Relationship management

Financial planning

Sales targets

Education

CFP

PFP

QAFP

Mutual funds license (IFIC/CSC)

Job description

What is the Opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow 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
• Acquire and consolidate existing and new-to-RBC clients and assets
• 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

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 within a financial institution
• Strong investment and credit experience/knowledge
• Proven networking and client acquisition skills
• Ability to develop a strong referral network

Nice-to-have:

• Bilingual (English & French)

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

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.

Address: 481 WINCHESTER MAIN ST:NORTH DUNDAS

City: North Dundas

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-22

Application Deadline: 2026-08-24