Financial advisor jobs in Canada

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Added 23 days ago
AF
Everyday Banking Advisor, Picture Butte (18 Months Term)
ATB Financial
Picture Butte, AB
- Full-time
At ATB Financial, we're not just about banking; we're about building relationships and empowering Albertans to achieve their financial dreams. We're looking for our next Everyday Banking…
Added 23 days ago
RB
Financial Planner Relationship
Royal Bank of Canada
Saint-Mathieu-de-Beloeil, QC · BELOEIL, Quebec
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 23 days ago
RB
Financial Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 23 days ago
RB
Financial Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 23 days ago
C
Financial Advisor - Côte Saint-Luc
CIBC
Côte-Saint-Luc, QC · Kildare & Caldwell
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 23 days ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 23 days ago
C
Senior Financial Advisor - Boucherville
CIBC
Boucherville, QC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permi
Added 23 days ago
Financial Advisor - West Lethbridge Branch, AB
Scotiabank
Lethbridge, AB
Added 23 days ago
T
Financial Planner – Terrebonne
TD
Bois-des-Filion, QC · Terrebonne, QC
- Full-time
Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new…
Added 23 days ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins Mercier-Est-Anjou
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 23 days ago
C
Associate Financial Advisor (Mandarin/ Cantonese)
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients' lives. As an Associate Financial Services Specialist, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 23 days ago
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Financial Advisor - West Lethbridge Branch, AB
Scotiabank
Lethbridge, AB
- Full-time
Added 23 days ago
R
Banking Advisor Intern
RBC
Ohsweken, ON · ON
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 23 days ago
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Financial Advisor
RBC
Vancouver, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 23 days ago
T
Financial Planner - Kentville, NS
TD
Kentville, NS
- Full-time
Ready to launch your career and make a real difference? Join us as a Financial Planner and work with driven, ambitious clients to help them achieve their goals. If you love connecting with…
Added 23 days ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins Des Rivières de Québec
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 23 days ago
D
Personal Finance Advisor, Assigned
Desjardins
Montreal, QC · Caisse Desjardins du Centre-est de Montréal
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 23 days ago
C
Associate Financial Advisor
CIBC
Oliver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 23 days ago
NB
Banking Advisor
National Bank of Canada
Toronto, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 23 days ago
NB
BANKING ADVISOR
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 23 days ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 23 days ago
NB
BANKING ADVISOR
National Bank of Canada
Repentigny, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 23 days ago
SL
Financial Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
What does a financial advisor do? Here are some of the more common activities performed by successful financial advisors:
Added 23 days ago
NB
BANKING ADVISOR
National Bank of Canada
Repentigny, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 23 days ago
RB
Financial Planner Relationship Intern
Royal Bank of Canada
Gatineau, QC
- Full-time
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…

RBC

Financial Planner

Port Hope, ON, Canada

Full-time

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

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Listed closing date: Oct 29, 2026
Experience: · Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Oct 16, 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 (QAFP, PFP 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:

1 JANE ST:PORT HOPE

City:

Port Hope

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-16

Application Deadline:

2026-10-29

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.

Apply on rbc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Financial Planner will manage a portfolio of mass affluent clients by providing comprehensive financial planning advice and tailored investment, credit, and banking solutions. They are responsible for actively growing their client base through relationship management and collaborating with local service partners.

Requirements

Candidates must hold a Financial Planning designation such as QAFP, PFP, or CFP and possess a valid 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
Investment solutions
Credit solutions
Banking solutions
Networking
Financial acumen
Client centricity
Communication
Long term planning
Portfolio management
Collaboration

Benefits

Full-time employee status
Unlimited earning potential
Full benefits
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
Investment
Credit
Banking
QAFP
PFP
CFP
Mutual Funds License
IFIC
CSC
Business development
Client acquisition
Relationship management
Portfolio management
Networking
Financial acumen
Client centricity
Communication
Long term planning
Personal & Commercial Banking

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Financial advisor jobs in Canada

Everyday Banking Advisor, Picture Butte (18 Months Term)