Financial Planning, Relationship Manager
2 weeks ago
Job 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 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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsActively maintain and expand 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-have: Financial Planning Designation (QAFP, PFP or CFP) Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planning within a financial institutionStrong investment and credit experience/knowledgeProven networking and client acquisition skillsAbility 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 optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:182 RAGLAN ST S:RENFREWCity:RenfrewCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-11-03Application Deadline:2025-12-05Note: 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 Planning, Relationship Manager
2 weeks ago
Renfrew County, Canada RBC Full time $60,000 - $100,000 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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Financial Planning, Relationship Manager
1 week ago
Renfrew, 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. 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 Planning, Relationship Manager
4 weeks ago
RENFREW, 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. 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 Planning, Relationship Manager
2 weeks ago
Renfrew, ON KV R, Canada RBC Full time $90,000 - $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. 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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Branch Mananger
2 weeks ago
Renfrew, Canada BMO Financial Group Full time236 Raglan Street South Renfrew Ontario,K7V 1R1 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....
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Assistant Manager
3 days ago
Renfrew, Canada Scotiabank Full timeRequisition ID: 163321 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business strategies, initiatives and...
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Financial Advisor
6 days ago
Renfrew, Canada Scotiabank Full timeRequisition ID: 241888Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
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Personal Banking Associate
22 hours ago
Renfrew, Canada BMO Financial Group Full timeAddress: 236 Raglan Street South Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the...
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Financial Advisor
5 days ago
Renfrew County, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...
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General Manager
2 weeks ago
Renfrew, Canada Chartwell Full timeThe General Manager role is an exceptional opportunity for an energetic, motivated leader with operations management experience, preferably in a relevant sector such as Retirement Living or Hospitality. Our vision of Making People’s Lives Better inspires you. You thrive in leading passionate teams to deliver a superior customer experience and would love to...
