Financial Planner, Relationship Manager
5 days 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 mobile throughout 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:2026-01-14Note: 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.
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Financial Planner, Scotia Financial Planning
5 days ago
Prince George, Canada Scotiabank Full timeRequisition ID: 228285Join 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”...
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Financial Planner
1 week ago
Prince George, Canada RBC 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. 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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Manager Financial Planning
2 weeks ago
Prince Albert, Saskatchewan, Canada RBC Full timeJob 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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Financial Planner
2 days ago
Prince George, British Columbia, Canada TD Full timeWork Location:Prince George, British Columbia, Canada*Hours:*37.5*Line Of Business:*TD Wealth*Pay Details:*$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 skill development are defining features of the colleague...
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Financial Planner, Scotia Financial Planning
1 week ago
Prince George, Canada Scotiabank Full timeRequisition ID: 228285Join 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, Scotia Financial Planning
6 days ago
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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Relationship Manager
2 weeks ago
Prince Albert, Canada Farm Credit Canada Full timeClosing Date (MM/DD/YYYY): 07/20/2025 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $71,145 - $96,255 Passion for agriculture required: Manage relationships with local producers and be responsible for a developing loan...
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Prince George, Canada RBC Full timeA leading financial services firm in Canada is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The ideal candidate will provide comprehensive financial advice while maintaining strong client relationships and achieving performance targets. Key qualifications include a Financial Planning Designation and mutual funds...
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Financial Planner
3 days ago
Prince George, Canada TD Full timeDescription :Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.With a focus on relationship management, advice and business development, you...
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Relationship Manager Commercial Banking
4 days ago
Prince Albert, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training....