Financial Planning, Relationship Manager
4 weeks ago
Financial Planning, Relationship Manager – Renfrew Branch Join to apply for the Financial Planning, Relationship Manager – Renfrew Branch role at RBC. Opportunity As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of clients’ financial circumstances, building long‑term relationships through superior advice, financial planning expertise, and ongoing services. Responsibilities Provide tailor‑made financial planning advice and help clients reach their goals, using our array of investment, credit, and everyday banking solutions. Acquire and consolidate existing and new-to‑RBC clients and assets. 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. Qualifications Financial Planning Designation (QAFP, PFP or CFP). 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. Benefits 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 Details Address: 182 Raglan St, Renfrew, Canada Work hours/week: 37.5 Employment Type: Full time Platform: Personal & Commercial Banking Job Type: Regular Pay Type: Salaried Posted Date: 2025‑11‑03 Application Deadline: 2025‑11‑17 11:59 PM Equal Opportunity Employment At RBC, we believe an inclusive workplace core to our continued growth. RBC strives to deliver 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 for customized job alerts and recruiting events that matter to you. #J-18808-Ljbffr
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Financial Planning, Relationship Manager
4 weeks ago
Eastern Ontario, Canada RBC Full timeFinancial Planning, Relationship Manager – Renfrew Branch Join to apply for the Financial Planning, Relationship Manager – Renfrew Branch role at RBC. Opportunity As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of clients’ financial circumstances, building...
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Financial Planning, Relationship Manager
4 weeks ago
Eastern Ontario, Canada RBC Full timeFinancial Planning, Relationship Manager – Renfrew Branch Join to apply for the Financial Planning, Relationship Manager – Renfrew Branch role at RBC . Opportunity As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of clients’ financial circumstances, building...
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Financial Planner, Relationship Manager
3 weeks ago
Eastern Ontario, Canada RBC Full time1 day ago Be among the first 25 applicants 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...
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Financial Planner, Relationship Manager
3 weeks ago
Eastern Ontario, Canada RBC Full time1 day ago Be among the first 25 applicants 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...
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Financial Planner, Relationship Manager
3 weeks ago
Eastern Ontario, Canada Royal Bank of Canada> Full timeWhat 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...
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Financial Planner, Relationship Manager
2 weeks ago
Eastern Ontario, Canada Royal Bank of Canada> Full timeWhat 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...
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Financial Planner
3 weeks ago
Eastern Ontario, Canada Royal Bank of Canada> Full timeA leading financial institution in Canada is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The ideal candidate will have a Financial Planning Designation and significant experience in client acquisition and relationship management. This full-time role offers competitive pay, benefits, and a collaborative work...
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Financial Planner
3 weeks ago
Eastern Ontario, Canada Royal Bank of Canada> Full timeA leading financial institution in Canada is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The ideal candidate will have a Financial Planning Designation and significant experience in client acquisition and relationship management. This full-time role offers competitive pay, benefits, and a collaborative work...
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Financial Planner
3 weeks ago
Eastern Ontario, Canada RBC Full timeA leading financial institution in Kingston, Eastern Ontario, is looking for an experienced Financial Planner to manage a portfolio of affluent clients. The role focuses on providing tailored financial planning advice and cultivating strong client relationships. Candidates must have a Financial Planning Designation, a Mutual Funds License, and at least 3...
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Financial Planner
3 weeks ago
Eastern Ontario, Canada RBC Full timeA leading financial institution in Kingston, Eastern Ontario, is looking for an experienced Financial Planner to manage a portfolio of affluent clients. The role focuses on providing tailored financial planning advice and cultivating strong client relationships. Candidates must have a Financial Planning Designation, a Mutual Funds License, and at least 3...
