Financial Planner, Relationship Manager

RBC

Financial Planner managing and growing a portfolio of mass affluent clients. Providing comprehensive financial planning advice and solutions to help clients achieve long-term goals at RBC.

Posted 5/15/2026full-timeNorth Bay • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Actively maintain and expand 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

Requirements

What you’ll need

Financial Planning Designation (QAFP, PFP or CFP)
Mutual Funds License (IFIC or CSC)
Minimum 3 years’ experience in financial planning within a financial institution
Strong investment and credit experience/knowledge
Proven networking and client acquisition skills
Ability to develop a strong referral network

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

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Hard Skills & Tools

financial planninginvestment knowledgecredit knowledgeclient acquisitionportfolio managementrelationship managementperformance targetsreferral network development

Soft Skills

networkingrelationship cultivation

Certifications

QAFPPFPCFPIFICCSC