Financial Planner Relationship Manager

RBC; Stratford; Vor Ort; CAD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Unlimited earning

Full benefits

Team environment

Training program

Work-life flexibility

Zusammenfassung

RBC Financial Planner role in Stratford, Canada, focuses on growing and managing a portfolio of mass affluent clients through comprehensive financial planning and ongoing service. You’ll deliver tailored advice, build long-term client relationships, and drive referral opportunities with partners within the local market.

With base plus variable compensation, you’ll shape your own future while delivering world-class financial planning.

Qualifikationen

• Must have Financial Planning designation (QAFP, PFP or CFP).
• Mutual Funds license (IFIC or CSC).
• Minimum 3 years of experience in financial planning.
• Strong financial acumen with proven networking and relationship skills.
• Ability to build market presence and cultivate partner relationships.

Aufgaben

• Provide tailor-made financial planning advice using RBC investment, credit, and banking solutions.
• Grow and manage your client portfolio, achieving performance targets through value-based relationship management.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Kenntnisse

Relationship management

Networking

Business development

Communication

Ausbildung

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Jobbeschreibung

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.

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.

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

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: 966 ONTARIO ST:STRATFORD

City: Stratford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERICAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-11-02

Application Deadline: 2026-11-13

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.