Financial Planner, Relationship Manager
4 weeks ago
Financial Planner, Relationship Manager Company: RBC Location: St, North Battleford, Saskatchewan, Canada Job Description 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? 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: St, North Battleford City: North Battleford Country: Canada Work hours / week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: Application Deadline: Equal Opportunity Employment RBC believes in an inclusive workplace and is an equal opportunity employer. We encourage applicants from all backgrounds to apply. #J-18808-Ljbffr
-
Financial Planner, Relationship Manager
4 weeks ago
North Battleford, Canada RBC Full timeFinancial Planner, Relationship Manager Company: RBC Location: 1101 101 St, North Battleford, Saskatchewan, Canada Job Description 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...
-
Financial Planner, Relationship Manager
4 weeks ago
North Battleford, Canada RBC Full timeFinancial Planner, Relationship Manager Company: RBC Location: 1101 101 St, North Battleford, Saskatchewan, Canada Job Description 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...
-
Financial Planner, Relationship Manager
3 weeks ago
North Battleford, Canada RBC 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
North Battleford, Canada RBC 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
2 weeks ago
North Battleford, Canada RBC 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
1 week ago
North Battleford, Canada Royal Bank of Canada Full time $40,000 - $50,000 per yearJob 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...
-
Holistic Financial Planner
4 weeks ago
North Battleford, Canada RBC Full timeA leading financial services provider in North Battleford is seeking a Financial Planner, Relationship Manager to manage a portfolio of clients. This role requires financial planning expertise and the ability to cultivate strong relationships. Ideal candidates will have a minimum of 3 years' experience in financial planning. The position offers full-time...
-
Holistic Financial Planner
4 weeks ago
North Battleford, Canada RBC Full timeA leading financial services provider in North Battleford is seeking a Financial Planner, Relationship Manager to manage a portfolio of clients. This role requires financial planning expertise and the ability to cultivate strong relationships. Ideal candidates will have a minimum of 3 years' experience in financial planning. The position offers full-time...
-
Holistic Financial Planner
4 weeks ago
North Battleford, Canada RBC Full timeA leading financial services provider in North Battleford is seeking a Financial Planner, Relationship Manager to manage a portfolio of clients. This role requires financial planning expertise and the ability to cultivate strong relationships. Ideal candidates will have a minimum of 3 years' experience in financial planning. The position offers full-time...
-
Financial Planner
4 weeks ago
North Vancouver, Canada BMO Financial Full timeApplication Deadline : 11 / 12 / 2025 Address : 1505 Lonsdale Avenue Job Family Group : Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds,...
