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Added 28 mins ago
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Technical Consultant
SymphonyAI
UNAVAILABLE, Ontario
- Full-time
Partner across teams. Work with senior consultants, engineers, onboarding leads, and client technical contacts, escalating design decisions and complex issues when needed.
Added 28 mins ago
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Technical Consultant
SymphonyAI
UNAVAILABLE, Ontario
- Full-time
Translate requirements into solutions. Turn client business, regulatory, data, and security needs into clear technical specifications and implementation plans.
Added 28 mins ago
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Pricing & Performance Analyst
Redion
Toronto, ON
- Full-time
…role builds the Excel models and proposal presentations behind partner tenders, renewals, and new business opportunities, and uses SQL and Python to monitor experience, perform ad-hoc…
Added 28 mins ago
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Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
About our company: We are the world’s premier care partner, providing the world’s leading institutions and their customers and employees with insurance, assistance and prevention services…
Added 28 mins ago
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Workforce Management and Quality Assurance Specialist
Redion
Toronto, ON
- $75,000 to $80,000 CAD / month
- Full-time
About our company: We are the world’s premier care partner, providing the world’s leading institutions and their customers and employees with insurance, assistance and prevention services…
Added 44 mins ago
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Director, Dealer Finance Operations
Thrive Wealth Management
Regina, SK
- Full-time
Partnering closely with the Vice President, Dealer Finance to deliver on business line strategy, growth objectives, and priorities.
Added 44 mins ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
Supporting business banking, retail operations, internal departments, and 3rd party vendors
Added 44 mins ago
TW
Financing Specialist
Thrive Wealth Management
Regina, SK
- Full-time
…into clear, well-supported recommendations. You balance strong business acumen with a thoughtful approach to risk, using sound judgment to assess opportunities and identify practical…
Added 44 mins ago
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Business Learning Specialist
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for a motivated individual who is committed to fostering growth and expertise to come on board as our Business Learning Specialist. In this role, you will ensure that the…
Added 44 mins ago
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Business Credit Adjudication Specialist
Thrive Wealth Management
Regina, SK
- Full-time
We’re looking for an experienced credit professional to join our team as a Business Credit Adjudication Specialist. In this role, you’ll provide independent credit adjudication, risk…
Added 44 mins ago
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Member Service Specialist - Expression of Interest
Thrive Wealth Management
Regina, SK
- Full-time
Engaging in needs based selling conversations with members and referring to the appropriate internal partner
Added 44 mins ago
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Director, Business Development - Corporate Business & Industry Hospitality
Compass Canada
Calgary, AB · Vancouver, BC
- Full-time
Partner closely with operations, culinary, marketing, finance, and subject matter experts to create compelling, differentiated client solutions
Added 44 mins ago
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Manager, Treasury Risk
Thrive Wealth Management
Regina, SK
- Full-time
Providing business ownership and oversight of the loan pricing tool, including pricing logic, assumptions, outputs, exception frameworks, and related governance.
Added 44 mins ago
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Director of Business Development, Sports and Entertainment
Compass Canada
Mississauga, ON · Toronto, ON · ON
- Full-time
Partner closely with operations, culinary, marketing, finance, and venue leadership teams to create winning hospitality solutions tailored to each client's vision and business objectives.
Added 44 mins ago
CC
Financial Analyst - Financial Planning and Analysis
Compass Canada
ON · Mississauga, ON
- Full-time
Business, Accounting, or Finance Degree working towards a CPA designation
Added 44 mins ago
CC
Treasury Manager - Corporate
Compass Canada
London, ON
- Full-time
…reporting, audit-support and treasury-system activities. You will partner with Finance teams, Group Treasury, banking partners and auditors to help ensure treasury activities are accurate,…
Added 44 mins ago
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Manager, Financial Planning and Analysis
Compass Canada
ON · Mississauga, ON
- Full-time
Reporting to the Director of Finance, FP&A, the Manager, FP&A will be a key finance partner for the sector, providing leaders with clear financial insight, disciplined performance analysis…
Added 44 mins ago
CC
Senior Sector Controller
Compass Canada
London, ON
- Full-time
Partner with Operations and senior management to explain financial results, support decision-making, and resolve financial issues
Added 44 mins ago
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Regional Operations Controller
Compass Canada
ON · Mississauga, ON
- Full-time
Provide business decision support: evaluate options, develop and validate business cases against new projects and strategic initiatives, support business initiatives. Partner with the…
Added 44 mins ago
CC
Director, Operations Accounting
Compass Canada
London, ON
- Full-time
Working in close partnership with Operations, this role ensures that accounting processes support the business while maintaining a strong focus on accuracy, control, and compliance.
Added 59 mins ago
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Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 59 mins ago
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Associate, Equity Derivatives Trade Desk Support
BMO
Toronto, ON · FCP
- Full-time
Fulfills routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
Added 1 hour ago
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Finance Business Partner (FP&A)
Schema App
Remote, Canada
- $105,000 to $110,000 CAD / year
- Full-time
- Remote
The Finance Business Partner will play a key role in building the next stage of Schema App’s Finance function. This role will support the Director of Finance with financial planning &…
Added 1 hour ago
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Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 5 hours ago
MI
Senior Associate, Genesis, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives.

RBC

Financial Planner

Powell River, BC, Canada

Full-time

This date has passed. Check with the employer before applying.

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Job details

Job type: Full-time
Listed closing date: Oct 19, 2026
Experience: Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Sep 28, 2026

Original job description

Job 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 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 (PFP®, QAFP™ 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?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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:

7035 BARNET ST:POWELL RIVER

City:

Powell River

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-31

Application Deadline:

2026-10-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

The Financial Planner will manage a portfolio of mass affluent clients by providing comprehensive financial reviews and tailor-made advice. They are responsible for actively growing their client base through value-based relationship management and collaboration with local partners.

Requirements

Candidates must hold a Financial Planning designation such as PFP, QAFP, or CFP, along with a Mutual Funds license. A minimum of 3 years of experience in financial planning and strong networking and client acquisition skills are required.

Skills

Financial planning
Business development
Client acquisition
Relationship management
Financial acumen
Networking
Portfolio management
Investment solutions
Credit solutions
Banking solutions
Client centricity
Communication
Long term planning

Benefits

Full benefits
Unlimited earning potential
World-class training program
Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
RBC
Mass affluent
Financial planning
PFP
QAFP
CFP
Mutual Funds License
IFIC
CSC
Business development
Client acquisition
Relationship management
Investment
Credit
Banking
Portfolio management
Financial acumen
Networking
Personal & Commercial Banking

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