Financial Planner, Relationship Manager
3 days ago
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.
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 PlanningAdditional Job Details
Address:
289 STEPHEN ST:MORDENCity:
MordenCountry:
CanadaWork hours/week:
Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted 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
-
Member Service Representative
2 weeks ago
Morden, Manitoba, Canada 19be4761-a742-480d-a601-550f0be1431f Full time $37,500 per yearEnd Date: December 2, 2025Grow your career with one of Manitoba's Top Employers since 2014.At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer...
-
Member Service Representative
2 weeks ago
Morden, Manitoba, Canada Access Credit Union Full time $45,000 - $60,000 per yearGrow your career with one of Manitoba's Top Employers since 2014.At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100%...
-
Account Manager
6 days ago
Morden, Manitoba, Canada AgWest Full time $60,000 - $120,000 per year←Back to all jobs at AgWest Ltd.Account Manager (Morden)AgWest is seeking a dynamic and results-driven Account Manager to join our team. In this role, you will be responsible for promoting and selling AGCO and CLAAS products to farmers and agricultural businesses within your designated territory. You will play a crucial role in building and maintaining...
-
Account Manager
2 days ago
Morden, Manitoba, Canada AgWest Ltd. Full time $60,000 - $120,000 per yearAgWest is seeking a dynamic and results-driven Account Manager to join our team. In this role, you will be responsible for promoting and selling AGCO and CLAAS products to farmers and agricultural businesses within your designated territory. You will play a crucial role in building and maintaining strong customer relationships while driving sales growth and...
-
Assistant Produce Manager
1 week ago
Morden, Manitoba, Canada Co-op Careers Full time $13,000 - $60,000 per yearJoin our team and see how Co-op does business differentlyAt Gardenland Co‑op, you're part of a community‑driven cooperative rooted in the Pembina Valley—where success is shared with the very people who call this place home. Powered by local ownership, local decision‑making, and local impact, your work here goes beyond a job. It's a career with...
-
Assistant Produce Manager
1 week ago
Morden, Manitoba, Canada Gardenland Consumers Cooperative Ltd Full time $35,000 - $60,000 per yearJoin our team and see how Co-op does business differentlyAt Gardenland Co‑op, you're part of a community‑driven cooperative rooted in the Pembina Valley—where success is shared with the very people who call this place home. Powered by local ownership, local decision‑making, and local impact, your work here goes beyond a job. It's a career with...
-
Cook
2 weeks ago
Morden, Manitoba, Canada Boston Pizza Full time $16,000 - $25,000 per yearOverviewCookBoston Pizza Cooks are the engine of the entire restaurant They are responsible for creating our delicious menu items perfectly every time for every guest. Cooks are responsible for ensuring that our most important people, our Guests, have an excellent Boston Pizza experience from start to finish. They also believe in championing a fun and safe...
-
People & Culture Generalist
6 days ago
Morden, Manitoba, Canada Decor Cabinets Ltd Full time $60,000 - $90,000 per yearJob DetailsDescriptionAt Decor, people are at the heart of everything we do. We're dedicated to fostering a workplace where team members feel supported, valued, and empowered to grow. As we continue to innovate and strengthen our culture, we're seeking aPeople & Culture Generalistto join our team.In this role, you'll contribute to a wide range of human...
-
Maintenance Technician/Technologist
7 days ago
Morden, Manitoba, Canada Solventum Full time $71,000 per yearThank you for your interest in joining Solventum. Solventum is a new healthcare company with a long legacy of solving big challenges that improve lives and help healthcare professionals perform at their best. At Solventum, people are at the heart of every innovation we pursue. Guided by empathy, insight, and clinical intelligence, we collaborate with the...
-
Financial Planner, Relationship Manager
4 weeks ago
Morden, Canada RBC Full timeOverviewAs 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 energy to meet targets and your passion...
-
Financial Planner, Relationship Manager
5 days ago
Morden, Canada Royal Bank of Canada 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...
-
Financial Planner, Relationship Manager
3 weeks ago
MORDEN, Canada Royal Bank of Canada 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...
-
Financial Planner
4 weeks ago
Morden, Canada RBC Full timeA leading banking institution in Morden is seeking an experienced Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning advice, build relationships, and achieve performance targets. The ideal candidate holds relevant financial designations and has a minimum of three years of experience. This position offers...
-
Community Planner
16 hours ago
Morden, Canada Manitoba Government Full time**Community Planner**: LP2 Planner 2 Regular/full-time Municipal and Northern Relations Community Planning, Community Planning and Development Morden MB Advertisement Number: 43625 Salary(s): LP2 $68,957.00 - $85,298.00 per year Closing Date: January 19, 2025 The Manitoba government recognizes the importance of building an exemplary public service...
-
Financial Advisor-mfda/amf
1 week ago
Morden, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
5 days ago
Morden, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Finance Manager
5 days ago
Morden, Canada MURRAY MORDEN CHRYSLER Full timeAs a Finance Manager you are responsible for maintaining and building excellent customer relationships focusing on delivering an exceptional customer experience. The Finance Manager produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new - and used-vehicle customers. Works...
-
Assistant Bakery Manager/baker
2 weeks ago
Morden, Canada Gardenland Consumers Cooperative Ltd Full timeGardenland Co-op is hiring a full-time **Assistant Bakery Manager/Baker**to support the operations of the bakery at the Morden Food Store. _(The Assistant Bakery Manager/Baker will perform the function of Baker for 80% of their shift, Assistant Manager 20% of their shift). _ **Work Location**:Morden Food Store, Bakery Department **Status**:Full-Time,...
-
Cash Manager
1 week ago
Morden, Canada Shoppers Drug Mart Pharmaprix Full timeJoin a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. **Why this role is important?** **SUMMARY**: The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store...