Financial Planner & Relationship Manager - Flexible Hours

RBC; Timmins; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Unlimited earning potential

Full benefits

Job summary

RBC in Timmins is seeking an RBC Financial Planner to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews and long-term relationships through holistic financial planning and superior advice.

With a base plus variable compensation, you will meet performance targets and work with partners across local markets to optimize referrals. The role emphasizes client acquisition and delivering tailored investment and banking solutions.

Qualifications

• Must hold a financial planning designation (QAFP, PFP or CFP).
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years of financial planning experience.
• Strong financial acumen with networking and relationship management skills.

Responsibilities

• Provide tailored financial planning advice across investments, credit, and banking solutions.
• Grow and manage your portfolio of mass affluent clients toward targets.
• Develop partnerships with service teams and local markets to generate referrals.

Skills

Financial planning

Networking

Relationship management

Education

CFP/PFP/QAFP designation

Mutual Funds License (IFIC/CSC)

Job description

RBC in Timmins is seeking an RBC Financial Planner to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews and long-term relationships through holistic financial planning and superior advice.

With a base plus variable compensation, you will meet performance targets and work with partners across local markets to optimize referrals. The role emphasizes client acquisition and delivering tailored investment and banking solutions.