Financial Planner, Relationship Manager
4 weeks ago
Job DescriptionWhat 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.** Please be advised, specific location is to be determined and successful incumbent must be mobile within the following Markets: Prince Albert; North Battleford; Meadow Lake; Nipawin, SK. **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 solutionsActively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (QAFP, PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningA strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaborationAbility to create a market presence, build COI relationships, and cultivate strong partner relationshipsNice to HaveAbility to be mobilethroughout the marketWhat’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 optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:801 15 ST E, UNIT 735:PRINCE ALBERTCity:Prince AlbertCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-07-07Application Deadline:2025-09-03Note: 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
Prince Albert, Canada RBC Full timeJob Description 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...
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Financial Planner, Relationship Manager
4 weeks ago
Prince Albert, Canada RBC Full timeJob DescriptionWhat 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...
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Financial Planner
4 weeks ago
Prince Albert, Canada RBC Full timeA leading financial services provider in Canada is seeking a motivated Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial advice and foster long-term relationships while achieving performance targets. The ideal candidate will have a financial planning designation and a minimum of 3 years' experience. This...
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Manager Financial Planning
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Prince Albert, Saskatchewan, Canada RBC Full time $120,000 - $180,000 per yearJob DescriptionWhat is the opportunity?As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan North market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.What will you do?Build an effective and...
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Prince George, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow 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...
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Prince George, Canada TD Full timeTD Prince George, British Columbia, CanadaFinancial Planner - Prince GeorgeLocation: Prince George, British Columbia, CanadaHours: 37.5Line Of Business: TD WealthPay: $60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...
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Prince George, Canada Scotiabank Full timeRequisition ID: 228285 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
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Financial Planner
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Prince George, British Columbia, Canada Royal Bank of Canada Full time $85,000 - $145,000 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. 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...
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Prince Albert, Saskatchewan, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...
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Prince Albert, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...