Financial Planner Relationship- EN

RBC; Elkview (WV); On-site; USD 50,000 - 79,000; Full time

Benefits offered by this job

Full benefits

World-class training program

Flexible work-life balance

Job summary

RBC seeks a Financial Planner to manage and grow a portfolio of mass affluent clients in the West Island region. You provide ongoing comprehensive reviews and build long-term relationships through holistic financial planning and ongoing services.

Base plus variable compensation enables you to shape your future and that of your clients. You will deliver tailored planning, expand your client network, and collaborate with service partners to maximize opportunities.

Qualifications

• Must-have: Financial Planning Designation (IPF)
• 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
• Bilingualism (English and French) required

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using investment, credit, and banking solutions
• Actively maintain and expand your portfolio of clients using value-based relationship management, achieving targets
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Job description

This is an opportunity for an FP stagiaire position in the West Island region

What is the opportunity?

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
• 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 (IPF)
• 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
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: 3535 BOUL ST CHARLES, APP 100:KIRKLAND

City: Kirkland

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-08-26

Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.