Financial Planner, Relationship Manager
3 weeks ago
1 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 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 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) Bilingual (French/English) Minimum 3 years’ experience in financial planning A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and 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 What’s in it for you? 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 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. #J-18808-Ljbffr
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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
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, 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
2 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...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Eastern Ontario, Canada Scotiabank Full timeJoin a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
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Eastern Ontario, Canada Scotiabank Global Site Full timeRequisition ID : 241607 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 please review our Financial Advisor Investment and Retirement planning postings. What is the role of...
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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...
