Financial Planner, Relationship Manager
11 hours ago
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market.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 referralsWhat do you need to succeed?Must-have- Financial Planning Designation (PFP or CFP)- 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 networkWhat’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 benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsRBCFPJob SkillsAdditional Job DetailsAddress:661 18 ST:BRANDONCity:BRANDONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-05-28Application Deadline:2025-08-13Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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
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Financial Planner, Relationship Manager
4 weeks ago
Brandon, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market.You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning...
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Financial Planner, Relationship Manager
6 days ago
Brandon, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise,...
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Financial Planner, Relationship Manager
4 weeks ago
Brandon, Canada RBC Full timeJob Summary 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 within Brandon, Manitoba Market.You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning...
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Financial Planner, Relationship Manager
2 weeks ago
Brandon, Manitoba, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market. 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, Scotia Financial Planning
4 weeks ago
Brandon, Canada Scotiabank Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Requisition ID: 228295Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Brandon, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 228295 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role,...
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Brandon, Canada Scotiabank Full timeA leading Canadian financial institution seeks a Financial Planner to develop and deepen client relationships. This role involves proactive client outreach, providing tailored financial advice, and driving investment sales. The ideal candidate has 3+ years of experience in financial planning, strong networking skills, and relevant certifications. Enjoy the...
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Financial Planner, Investment
3 days ago
Brandon, Manitoba, Canada Royal Bank of Canada Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside...
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Financial Planner, Investment
2 weeks ago
Brandon, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside...
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Financial Planner, Investment
6 days ago
Brandon, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside...
