Financial Planner Relationship Manager
3 weeks ago
Apply for the Financial Planner Relationship Manager role at RBC. Location: 72 Durham St., Greater Sudbury / Grand Sudbury (specific location to be determined). The successful incumbent must be mobile within the Sudbury Market. What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage 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 will 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 array of investment, credit, and everyday banking solutions. Actively grow, expand, and maintain 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) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning Strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration. Ability to create a market presence, build COI relationships, and cultivate strong partner relationships. Nice to Have: Ability to be mobile throughout the market. Bilingual (French and English). 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. 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. Contact and Additional Information Work hours per week: 37.5 hours. Employment type: Full time. Platform: Personal & Commercial Banking. Job type: Regular. Pay type: Salaried. Posted date: 2025-11-07. Application deadline: 2025-11-18. #J-18808-Ljbffr
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Financial Planner Relationship Manager
5 days ago
Greater Sudbury, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market **As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances,...
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Financial Planner Relationship Manager
3 weeks ago
Greater Sudbury, Canada Royal Bank of Canada> Full timeJob Description What is the opportunity? Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market. As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances,...
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Financial Planner Relationship Manager
3 weeks ago
Greater Sudbury, Canada Royal Bank of Canada> Full timeJob Description What is the opportunity? Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market. As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances,...
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Financial Planner Relationship Manager
1 week ago
GREATER SUDBURY / GRAND SUDBURY, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market ** As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial...
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Financial Planner Relationship Manager
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Sudbury, Ontario, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market **As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances,...
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Financial Planner Relationship Manager
4 days ago
Greater Sudbury / Grand Sudbury, ON PY J, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Sudbury Market **As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances,...
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