Financial Planner

RBC

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

Posted 5/26/2026full-timeTruro • 🇨🇦 CanadaMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planninginvestment solutionscredit solutionsbanking solutionsclient acquisitionportfolio managementrelationship managementperformance targetsreferral network

Soft Skills

networkingclient relationship cultivationbusiness opportunity optimization

Certifications & Qualifications

Financial Planning Designation (PFP®)QAFP®CFP®Mutual Funds License (IFIC)Mutual Funds License (CSC)

Industry Keywords

financial planninginvestmentcreditbankingvalue-based relationship management

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
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 (PFP®, QAFP® or CFP®), or close to completion
Mutual Funds License (IFIC or CSC)
Minimum 3 years’ experience in financial planning
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