Financial Planner, Relationship Manager

9 hours ago


Morden, Manitoba, Canada RBC 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.

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

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

289 STEPHEN ST:MORDEN

City:

Morden

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



  • Morden, Manitoba, Canada Royal Bank of Canada Full time

    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...


  • Morden, Manitoba, Canada Royal Bank of Canada Full time

    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...


  • Morden, Manitoba, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY):02/16/2026Worker Type:CasualLanguage(s) Required:EnglishTerm Duration (in months):Why FCC?At FCC, we're proud to be 100% invested in Canadian agriculture and food. As a federal Crown corporation, we provide financing, knowledge resources and business management software to over 103,000 customers nationwide.Here's what you can expect...


  • Morden, Manitoba, Canada Access Credit Union Full time

    Grow 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%...


  • Morden, Manitoba, Canada Solventum Full time

    Thank 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...


  • Morden, Manitoba, Canada SOLVENTUM Full time

    Thank 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...


  • Morden, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 04/30/2025 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position) : $79,648 - $107,760Passion for agriculture required: Manage relationships with local producers and be responsible for a developing loan portfolio....


  • Morden, Canada CIBC Full time

    We’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...


  • Morden, Canada Gardenland Consumers Cooperative Ltd Full time

    Gardenland 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,...

  • Finance Manager

    2 weeks ago


    Morden, Canada Careica Health Full time

    **FINANCE MANAGER**: Do you enjoy the financial inner-workings of an organization and leading and developing a highly functioning team? Is the effective and efficient cash management of the company important to you? Have you worked in a company providing accounting support to multiple locations across several provinces? If you enjoy supporting others and are...

  • Cash Manager

    4 days ago


    Morden, Canada Shoppers Drug Mart Pharmaprix Full time

    Join 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...


  • Morden, Canada Carman Ford Full time

    **Location: Carman Ford -Carman, MB** **Finance Administrator - Automotive** **Salary Range $40,000 - $50,000 per year** This is an exceptional time to join one of Canada’s Best Managed Companies! At Carman Ford, we are all about great experiences for our employees and customers. As part of the Driving Change Automotive Group opportunities are...


  • Morden, Canada FCC FAC Full time

    OverviewTerm Duration (in Months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): Closing Date (MM/DD/YYYY): 02/01/2026Worker Type: PermanentLanguage(s) Required: EnglishTerm Duration (in Months) and Salary Range: $92,310 - $124,890Why FCC? At FCC, we’re proud to be 100% invested in Canadian agriculture and...


  • Morden, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 02/01/2026 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $92,310 - $124,890 Why FCC? At FCC, we’re proud to be 100% invested in Canadian agriculture and food. As a federal Crown corporation, we provide...

  • Produce Manager

    2 days ago


    Morden, Canada Gardenland Consumers Cooperative Ltd Full time

    Gardenland Co-op is hiring a full-time **Produce Manager**. The Produce Manager oversees the Winkler and Morden Food Store Produce Departments. Travel required to both communities. **Who we are**: Gardenland Co-op is a locally owned cooperative committed to making a difference in our members’ lives. Serving the communities of the Pembina Valley, we aim to...

  • Client Advisor

    5 days ago


    Morden, Canada Royal Bank of Canada Full time

    -- - **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...