Financial Planning, Relationship Manager

3 days ago

Belleville, Canada Royal Bank of Canada Full time

**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 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
- Acquire and consolidate existing and new-to-RBC clients and assets
- 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 referrals

**What 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 institution
- Strong investment and credit experience/knowledge
- Proven networking and client acquisition skills
- Ability to develop a strong referral network

**What’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 benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options

**Job Skills**

Business Development, Client Centricity, Communication, Long Term Planning

**Additional Job Details**

**Address**:
246 NORTH FRONT ST:BELLEVILLE

**City**:
Belleville

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-10-10

**Application Deadline**:
2025-10-20

**I**nclusion** and 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.

**Join our Talent Community**

Stay 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.

  • Relationship Manager, Commercial Financial Services

    5 days ago

    Belleville, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice to Public Sector entities (Municipalities, Universities and Colleges, School Boards,...

  • Financial Planner, Scotia Financial Planning

    6 days ago

    Belleville, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Title: Financial Planner, Scotia Financial Planning - Trenton, Belleville, Peterborough Requisition ID: 228306 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...

  • Financial Insurance Advisor

    4 weeks ago

    Belleville, Canada Serenia Life Financial Full time

    4 days ago Be among the first 25 applicants Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful relationships, and provide proactive financial...

  • Financial Insurance Advisor

    4 weeks ago

    Belleville, Canada Serenia Life Financial Full time

    4 days ago Be among the first 25 applicants Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful relationships, and provide proactive financial...

  • Manager, Planning

    5 days ago

    Belleville, Ontario, Canada Quinte Health Full time $80,000 - $120,000 per year

    Position SummaryReporting to the Director, Capital Redevelopment, the Manager, Planning & Redevelopment, provides overall capital planning leadership and direction in the development and maintenance of Quinte Health Master Program, Master Plan and all capital redevelopment projects, with the primary goal of creating safe high-quality care environments. The...

  • Financial Advisor — Build Client Wealth

    4 weeks ago

    Belleville, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Advisor in Belleville, Ontario. You will connect with customers to understand their needs, offer expert advice, and build comprehensive financial plans. Successful candidates will have strong relationship-building skills, a proven track record in sales, and a commitment to exceptional customer service....

  • Financial Advisor — Build Client Wealth

    4 weeks ago

    Belleville, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Advisor in Belleville, Ontario. You will connect with customers to understand their needs, offer expert advice, and build comprehensive financial plans. Successful candidates will have strong relationship-building skills, a proven track record in sales, and a commitment to exceptional customer service....

  • Manager, Planning

    5 days ago

    Belleville, Ontario, Canada Quinte Health Full time $125,000 - $175,000 per year

    Position SummaryReporting to the Director, Capital Redevelopment, the Manager, Planning & Redevelopment, provides overall capital planning leadership and direction in the development and maintenance of Quinte Health Master Program, Master Plan and all capital redevelopment projects, with the primary goal of creating safe high-quality care environments. The...

  • MSW Therapists

    5 days ago

    Belleville, Ontario, Canada The Relationship Centre Full time $84,000 - $156,000 per year

    Location: 393 Sidney Street, Belleville, ON - In Person PositionWhere Healing Begins and Real Change Lasts.At The Relationship Centre, we know that true healing doesn't just happen in the mind. It begins in the body, the nervous system, and in our earliest relationships. That's why we specialize in attachment-based, trauma-informed therapy (including...

  • Manager, Planning

    2 weeks ago

    Belleville, Canada Quinte Health Full time

    1 day ago Be among the first 25 applicants Position Summary Reporting to the Director, Capital Redevelopment, the Manager, Planning & Redevelopment provides overall capital planning leadership and direction in the development and maintenance of Quinte Health Master Program, Master Plan and all capital redevelopment projects. The primary goal is to create...