Financial Planner, Relationship Manager

Royal Bank of Canada>; Northwestern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner in Thunder Bay. In this role, you'll manage a diverse client portfolio, providing expert advice and solutions in financial planning. Join a dynamic, high-performing team where you'll have the opportunity for unlimited earning potential, comprehensive benefits, and a strong focus on work/life balance. This role is ideal for driven individuals looking to foster long-term client relationships and improve community prosperity.

Benefits

Full benefits

World-class training in financial services

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen and proven networking skills.

Responsibilities

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

Skills

Networking

Client acquisition

Relationship management

Financial acumen

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 in the Thunder Bay, ON Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy and passion for holistic financial planning drive you to deliver world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can shape your future for yourself and your clients.

What will you do?

• Provide tailored financial planning advice and assist clients in reaching their goals using our extensive range of investment, credit, and banking solutions.
• Grow, expand, and maintain your client portfolio through value-based relationship management, achieving performance targets.
• Build 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, with a track record of partnering and collaboration.
• Ability to establish 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 challenges, continuous growth, and working together to deliver trusted advice that helps our clients thrive and communities prosper.
• Full-time RBC employment with unlimited earning potential and full benefits.
• Work with a dynamic, collaborative, progressive, and high-performing team.
• Access to world-class training in financial services.
• Flexible work/life balance options.

Job Details

• Address: 1159 Alloy Dr, Thunder Bay, Canada
• Work hours: 37.5/week
• Employment Type: Full-time
• Platform: Personal & Commercial Banking
• Job Type: Regular
• Posted Date: 2025-06-02
• Application Deadline: 2025-06-16

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, believing they are key to our growth and success. We are committed to creating a respectful, supportive workplace where all employees can thrive and contribute to our purpose of helping clients and communities prosper.

Join our Talent Community

Stay updated on career opportunities at RBC. Sign up for personalized alerts on jobs, tips, and recruitment events.

Discover how we use our passion to improve the well-being of our clients and communities at jobs.rbc.com.