Financial Planner, Relationship Manager

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 in the Perth (Southwestern Ontario) Region. 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. ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Perth (Southwestern Ontario) Region ** 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 – QAFP, PFP or CFP (preference will be given to candidates who have completed designation, however those in progress will be considered) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning within a financial institution Strong investment and credit experience/knowledge 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 Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details Address: 966 ONTARIO ST:STRATFORD City: Stratford Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-07 Application Deadline: 2025-11-17 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. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. #J-18808-Ljbffr