Financial Planner Relationship Manager

2 weeks ago


St Catharines, Ontario, Canada Royal Bank of Canada Full time

Job 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 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.

** Specific location is to be determined. Successful incumbent must be mobile to either St Catharines; Niagara Falls; Fort Erie; or West Lincoln Markets **

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)

  • 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?

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:

80 KING ST:ST. CATHARINES

City:

St. Catharines

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

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



  • St. Catharines, Ontario, Canada Meridian Credit Union Full time

    About This OpportunityAt Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.The role is within the Business Banking Regional Credit team that has responsibility for credit decisions pertaining to a...

  • Sales Manager

    1 week ago


    St. Catharines, Ontario, Canada Performance Auto Group Full time

    Description Position at Performance Auto GroupDrive for ExcellenceSince 1969 Performance Chrysler has provided the greatest value for the best vehicle deals in the Niagara area. A veteran in the business, we have the largest selection of domestic brands and carry hundreds of quality pre-owned cars. We are also committed to initiatives that drive change for...


  • St. Catharines, Ontario, Canada Performance Auto Group Full time

    Description Position at Performance Auto GroupDrive for ExcellenceLooking to join a fast-paced and an ever expanding organization? Be a part of our dynamic team at Performance Auto Group We are currently seeking a Talent Acquisition Specialist to join our Employee Services team in St. Catharines. The Talent Acquisition Specialist partners with Talent...


  • St. Catharines, Ontario, Canada Natural Purity Full time

    The Client Service Representative is responsible for the brand and market presence of a well-established environmental solutions company and establishing and continuing relationship development with our customers. Additionally, the Client Service Representative is responsible for developing new market opportunities through lead generation.Key Areas of...


  • St. Catharines, Ontario, Canada Performance Auto Group Full time $40,000 - $50,000

    Drive for ExcellenceAt Performance Lexus we are an award winning team that pursues excellence in guest service. We go the extra mile in providing exceptional care, in order to ensure our guest experience is rich and beneficial.  Performance Lexus is looking for a BDC Service Representative to join their dynamic team. About UsPerformance Auto Group, is a...


  • St. Catharines, Ontario, Canada Merry Maids of St Catharines, Niagara Falls & Niagara Full time

    Company and Culture  At Merry Maids, the goal of our home cleaning company is to provide our customers with the best possible experience and highest quality service. To achieve this, we depend on exceptional teammates, just like you, to be great brand ambassadors that provide outstanding service each and every visit to a customer's home. Merry Maids...

  • Service Concierge

    6 days ago


    St. Catharines, Ontario, Canada Performance Auto Group Full time

    Description Position at Performance Auto GroupDrive for ExcellenceSince 1969 Performance Chrysler has provided the greatest value for the best vehicle deals in the Niagara area. A veteran in the business, we have the largest selection of domestic brands and carry hundreds of quality pre-owned cars. We are also committed to initiatives that drive change for...

  • Delivery Specialist

    1 week ago


    St. Catharines, Ontario, Canada Performance Auto Group Full time

    Description Position at Performance Auto GroupDrive for ExcellencePerformance Toyota is the highest volume Toyota dealership in the Niagara area, maintaining a huge inventory of new and high-quality pre-owned vehicles. A president's pride winner, Performance Toyota has been recognized for its resilience and commitment to delivering an impeccable guest...


  • St. Catharines, Ontario, Canada Niagara Health Full time

    VACANCY NUMBER: 41919CC REPOSTJOB TITLE: NURSE PRACTITIONER, TFTSTATUS: TEMPORARY FULL TIMEDEPARTMENT: NEONATAL INTENSIVE CARE UNITLOCATION: MAROTTA FAMILY HOSPITAL, ST. CATHARINESHOURS OF WORK: 75 HOURS PER PAY PERIOD; MONDAY - FRIDAYPOSTING DATE: 17 DECEMBER 2025CLOSING DATE: 23 DECEMBER 2025UNION: ONTARIO NURSES' ASSOCIATIONWAGE RANGE: $68.42 TO $78.14...


  • St. Catharines, Ontario, Canada Niagara Health Full time

    VACANCY NUMBER: 41919CCJOB TITLE: NURSE PRACTITIONER, TFTSTATUS: TEMPORARY FULL TIMEDEPARTMENT: NEONATAL INTENSIVE CARE UNITLOCATION: MAROTTA FAMILY HOSPITAL, ST. CATHARINESHOURS OF WORK: 75 HOURS PER PAY PERIOD; MONDAY - FRIDAYPOSTING DATE: 20 JANUARY 2026CLOSING DATE: 07 FEBRUARY 2026UNION: ONTARIO NURSES' ASSOCIATIONWAGE RANGE: $68.42 TO $78.14 PER PAY...