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Jobs at Rbc in Canada

Financial Planner, Relationship Manager

RBC

Brandon
On-site
CAD 60,000 - 80,000
30+ days ago
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Financial Planner, Relationship Manager
RBC
Brandon
On-site
CAD 60,000 - 80,000
Full time
30+ days ago

Job summary

RBC is seeking a Financial Planner in Brandon, Manitoba to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term relationships through superior service. With a base plus variable compensation structure, the position offers unlimited earning potential and full benefits in a collaborative work environment.

Benefits

Full benefits
Flexible work/life balance options
World-class training program

Qualifications

  • Minimum 3 years' experience in financial planning.
  • Ability to develop strong referral network.

Responsibilities

  • Provide tailored financial planning advice to clients.
  • Maintain and expand client portfolio using value-based practices.
  • Cultivate relationships with partners for referrals.

Skills

Client acquisition skills
Networking

Education

Financial Planning Designation (PFP or CFP)
Mutual Funds License (IFIC or CSC)
Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market.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 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 (PFP or CFP)

- 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

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

RBCFP

Job Skills

Additional Job Details

Address:

661 18 ST:BRANDON

City:

BRANDON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-28

Application Deadline:

2025-08-13

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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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.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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