Scheduler jobs in United States

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 energy and passion for holistic financial planning drive you to deliver 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 your clients.

1. Provide tailor-made financial planning advice and help clients reach their goals, using our investment, credit, and banking solutions.
2. Actively maintain and expand your client portfolio through value-based relationship management, achieving performance targets.
3. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

• Financial Planning Designation (PFP, QAFP, or CFP), or close to completion.
• 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.

Ability to speak & write both French and English is an asset but not mandatory.

We thrive on challenges, progressive growth, and working together to deliver trusted advice that helps our clients and communities prosper. We value support, potential, community impact, and mutual success.

• Full-time RBC employee status with unlimited earning potential and benefits.
• Work with a dynamic, collaborative, high-performing team.
• Access to world-class training in financial services.
• Flexible work/life balance options.

Address: 719 MOUNTAIN RD: MONCTON

City: MONCTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-06

Application Deadline: 2025-05-20

Applications will be accepted until 11:59 PM on the day prior to the deadline.

At RBC, we believe a diverse and inclusive workplace is essential to our growth. We support our employees to perform at their best, collaborate effectively, drive innovation, and grow professionally. We are committed to policies and programs that foster respect, belonging, and opportunity for all.

Stay informed about career opportunities at RBC. Sign up to receive updates on jobs, tips, and recruitment events that matter to you.

Expand your limits and create a new future with RBC. Learn more about our passion and commitment at jobs.rbc.com.