Financial Planner, Relationship Manager

RBC; Windsor; On-site; CAD 65,000 - 85,000; Full time

Job summary

A major financial institution in Windsor is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term client relationships. Candidates should have a relevant financial planning designation and at least 3 years of experience. The position offers full-time employment with unlimited earning potential and full benefits.

Benefits

Full benefits

Flexible work/life balance options

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Ability to create a market presence and cultivate strong partner relationships.
• Proven networking skills.

Responsibilities

• Provide tailor‑made financial planning advice.
• Grow and maintain your portfolio using relationship management practices.
• Cultivate relationships with service partners and local markets.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Relationship management skills

Financial acumen

Job description

Job Description

What is the opportunity?

** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Windsor, ON Market **

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 a 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

Additional Job Details

Address: 245 OUELLETTE AVE:WINDSOR

City: Windsor

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-13

Application Deadline: 2025-11-25

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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