Financial Planner, Relationship Manager

RBC

Financial Planner providing tailored financial advice and managing a portfolio of mass affluent clients at RBC. Achieving performance targets while cultivating relationships for growth and development.

Posted 7/22/2026full-timeCobourg • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, client acquisition, and relationship management, with a strong focus on achieving performance targets and optimizing business opportunities through networking and referrals.

Highest-signal resume keywords

Financial Planning Designation (QAFP, PFP, CFP)Mutual Funds License (IFIC, CSC)Investment KnowledgeClient Acquisition SkillsNetworking Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesCredit AnalysisPortfolio ManagementPerformance Target Achievement

Soft Skills

Relationship ManagementCommunication SkillsNetworking Ability

Certifications & Qualifications

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

Industry Keywords

Financial InstitutionClient Portfolio ManagementValue-Based Relationship ManagementReferral Network Development

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