Financial Planner, Relationship Manager - Kanata

RBC; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa is looking for a Financial Planner to manage a portfolio of mass affluent clients. In this role, you will provide customized financial planning advice and help clients achieve their long-term goals. The ideal candidate will have a Financial Planning Designation and at least 3 years of experience in financial planning. You will also benefit from a full-time position with unlimited earning potential, along with a supportive team and dynamic work environment.

Benefits

Full benefits

Dynamic collaborative team

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning within a financial institution.
• Strong investment and credit experience/knowledge.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor‑made financial planning advice to help clients reach their goals.
• Acquire and consolidate existing and new‑to‑RBC clients and assets.
• Actively maintain and expand your portfolio of clients.
• Cultivate relationships to optimize business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

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. 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

• Acquire and consolidate existing and new‑to‑RBC clients and assets

• 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 (QAFP, PFP or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years’ experience in financial planning within a financial institution

• Strong investment and credit experience/knowledge

• Proven networking and client acquisition skills

• Ability to develop a strong referral network

Nice to Have:

• Fully bilingual in French and English

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.

Benefits

• 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:

6085 HAZELDEAN RD:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-12-08

Application Deadline:

2025-12-22

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.