Financial Planner, Relationship Manager

RBC

Financial Planner managing a portfolio of mass affluent clients at RBC. Providing tailored financial planning advice and building long-term client relationships.

Posted 5/3/2026full-timePrince Albert • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provide tailor-made financial planning advice to clients
Actively grow, expand and maintain your portfolio of clients
Cultivate relationships with service partners and local markets

Requirements

What you’ll need

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
Proven networking, client acquisition, and relationship management skills
Ability to create a market presence

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningclient acquisitionrelationship management

Soft Skills

networkingfinancial acumenclient relationship cultivation

Certifications

QAFPPFPCFPIFICCSC