Financial Planner, Relationship Manager

RBC; Regina; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

World-class training

Career development

Coaching and opportunities

Collaborative team

Job summary

RBC is seeking a Financial Planner to manage a portfolio of mass affluent clients in the Estevan region and surrounding areas. Mobility within markets is expected, with a focus on delivering tailored financial planning using a broad range of RBC investment, credit, and banking solutions.

You will grow your portfolio via value-based relationships and achieve performance targets, while cultivating strong referrals through service partners in local markets.

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.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals using RBC solutions.
• Actively maintain and expand your portfolio of clients using value-based relationship management; achieve targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Business development

Client centricity

Communication

Long term planning

Education

PFP

CFP

QAFP

Mutual Funds License (IFIC or CSC)

Job description

Job Description

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

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 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 (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?

• 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 Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

• Address: 950 VICTORIA AVE E:REGINA
• City: Regina
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-06-04
• Application Deadline: 2026-09-08

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.