Mobile Financial Planner & Relationship Manager

RBC; Regina; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

World-class training program

Career development opportunities

Coaching and management opportunities

Job summary

RBC Financial Planner position in Regina and surrounding markets focuses on managing a portfolio of mass affluent clients with holistic financial planning and ongoing reviews. Expect base plus variable compensation and opportunities for growth across RBC's Personal & Commercial Banking platforms.

The role emphasizes relationship-building, referrals, and reaching client goals through broad financial solutions. Mobility within Estevan and surrounding areas is required.

Qualifications

• Must have Financial Planning designation (PFP or CFP or QAFP).
• Must have 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 a broad range of investment, credit, and 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.

Skills

Networking

Client acquisition

Relationship management

Education

PFP/ CFP/ QAFP designation

Job description

RBC Financial Planner position in Regina and surrounding markets focuses on managing a portfolio of mass affluent clients with holistic financial planning and ongoing reviews. Expect base plus variable compensation and opportunities for growth across RBC's Personal & Commercial Banking platforms.

The role emphasizes relationship-building, referrals, and reaching client goals through broad financial solutions. Mobility within Estevan and surrounding areas is required.