Remote Financial Planner: Team-Based Growth

RBC; Burlington; Remote; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Flexible work/life balance

World-class training program

Job summary

RBC is seeking a virtual Financial Planner to deliver holistic financial planning to emerging mass affluent clients. You will be the primary advisor alongside teammates, connecting clients with specialized partners for credit, banking, and complex investments through the OneRBC ecosystem.

Success requires adaptability, curiosity, and a growth mindset as we define the playbook together. This role emphasizes teamwork, ongoing learning, and client-focused planning in a remote setting.

Qualifications

• Financial Planning Designation (PFP, QAFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Licensed to serve clients in all provinces outside Quebec
• 2–3 years of proven sales and advice experience in financial services
• Strong adaptability and growth mindset
• Strong team collaboration and referral management
• Exceptional interpersonal skills; ability to build trust and nurture relationships
• Remote Office Employee capability (home office setup, confidentiality)
• Flexibility to work evenings and Saturdays
• Digital literacy across devices

Responsibilities

• Provide coordinated financial planning advice using RBC investment and portfolio solutions, beginning with leads generated through RBC programs
• Establish and maintain relationship strategy with regular client contact and value-based relationship management
• Deliver tailored financial planning and investment advice addressing individual financial circumstances
• Lead multi-partner coordination, connecting clients with OneRBC partners for credit, banking, and complex investments
• Manage portfolio performance against targets while maintaining relationship quality metrics
• Leverage technology to enhance client experience and efficiency
• Generate business opportunities through warm introductions to RBC partners and local market cultivation
• Contribute to team development by sharing learnings and refining processes as the Team FP model evolves

Skills

Relationship management

Adaptability

Team collaboration

Digital literacy

Communication

Work flexibility

Evening/weekend availability

Education

Financial Planning Designation (PFP, QAFP, or CFP)

Mutual Funds License (IFIC or CSC)

Licensed to serve clients in all provinces outside Quebec

Job description

RBC is seeking a virtual Financial Planner to deliver holistic financial planning to emerging mass affluent clients. You will be the primary advisor alongside teammates, connecting clients with specialized partners for credit, banking, and complex investments through the OneRBC ecosystem.

Success requires adaptability, curiosity, and a growth mindset as we define the playbook together. This role emphasizes teamwork, ongoing learning, and client-focused planning in a remote setting.