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NB
Senior Advisor Financial Statements
National Bank of Canada
Toronto, ON
- Full-time
…rigor and collaboration, you have a positive impact on the client experience in a complex business…
Added 14 mins ago
KC
Senior Consultant, Microsoft Fabric Data Engineer, Data & AI
KPMG Canada
Vancouver, BC
- Full-time
Partner with clients to understand business goals, gather requirements, and translate them into actionable technical designs and delivery plans using Microsoft Fabric.
Added 16 mins ago
Senior Associate, Recruiting
Highspring
Montreal, QC
Partner closely with business development professionals to understand client needs, clarify technical and functional requirements, and create effective recruiting strategies.
Added 16 mins ago
Senior Account Executive (Technology Consulting and Staffing)
Highspring
Montreal, QC
At Highspring, we partner with leading organizations to deliver technology solutions through project-based consulting and strategic talent engagements. Whether it’s a full development squad…
Added 16 mins ago
Consulting Professional Services Sales Director
Highspring
Montreal, QC
Highspring is a professional services firm that helps organizations achieve their business objectives through technology-driven transformation. We partner with enterprises across Cloud,…
Added 29 mins ago
H
Senior Associate, Recruiting
Highspring
Montreal, QC
- Full-time
Partner closely with business development professionals to understand client needs, clarify technical and functional requirements, and create effective recruiting strategies.
Added 29 mins ago
H
Senior Account Executive (Technology Consulting and Staffing)
Highspring
Montreal, QC
- Full-time
At Highspring, we partner with leading organizations to deliver technology solutions through project-based consulting and strategic talent engagements. Whether it’s a full development squad…
Added 29 mins ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 3 hours ago
R
Manager, Engineering (Fixed-Term Contract 12-Month)
Resilience
Mississauga, ON · CAN - ON - Mississauga - Meadowpine Blvd
- Full-time
…resources, and foster a high-performance team culture with defined development…
Added 3 hours ago
T
Product Owner I
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 3 hours ago
AI
Technical Solutions Consultant
AI Interviews
Canada
- Full-time
Zazz is a software development firm. We design and build custom mobile apps, web platforms, and software, and provide IT staff augmentation, for clients across the US and Canada.We are…
Added 3 hours ago
AA
Coordinateur.trice de l'expérience client/Customer Experience Coordinator
Airbus Aircraft
Montreal, QC
- Full-time
Le programme d'avions commerciaux A220 recherche un(e) Coordinateur.trice de l'expérience client pour rejoindre notre équipe Livraison d’Avions basée à Mirabel (Québec, Canada).
Added 4 hours ago
NC
Housing Support Worker
Neighbours Community Homes
Canada
- Temporary
Collaborate with partner service providers and coordinate care and system navigation for housing stability.
Added 5 hours ago
M
Senior Administrative Assistant
Marsh
Toronto, ON
- Full-time
…includes maintaining calendars for senior colleagues, occasional client interactions, and assisting with office responsibilities while operating with limited oversight and escalating…
Added 7 hours ago
T
FP Client Service Associate
TD
Toronto, ON · Calgary, AB
- Full-time
Create a positive FP, client and business partner experience at every interaction and look for ways to contribute to the ongoing improvement of the overall FPS&S and client experience
Added 8 hours ago
XT
Partner Success Manager
Xodus Travel Services Inc.
Windsor, ON
- $90,000 to $110,000 CAD / year
- Full-time
The Partner Success Manager serves as the primary relationship manager for assigned clients and strategic partners, ensuring an exceptional service experience and long-term business…
Added 8 hours ago
Office Administrator
DLA Piper Canada LLP
Edmonton, AB
…needs around the world. Our mission is to be the leading global business law firm. DLA Piper (Canada) LLP is one of Canada’s leading law firms with a team of innovative, proactive and…
Added 9 hours ago
ON
Assistant Manager/Gestionnaire adjoint - Vaudreuil
Old Navy
Vaudreuil-Dorion, QC
- Full-time
Adapt team priorities to respond to customer and business partner needs
Added 9 hours ago
AC
Technical Recruiter
Aston Carter
Vancouver, BC
- $30 to $36 CAD / hour
- Contract
Partner with a Recruiter Business Partner to transition candidates from onsite interview stage through final selection and offer lockdown.
Added 9 hours ago
ON
Assistant Manager/Gestionnaire adjoint - Vaudreuil
Old Navy
Vaudreuil-Dorion, QC
- Full-time
Adapt team priorities to respond to customer and business partner needs
Added 9 hours ago
FG
MANGO - Sales Associate/Associé(e) aux ventes - Ste Foy
Fox Group Canada Inc.
Quebec, QC
- Part-time
Offrir et assurer en tout temps une expérience client exceptionnelle.
Added 9 hours ago
SP
Account Executive - Data (Canadian Federal Government)
Salesforce Partner Canada
ON · Ontario, Canada
- Full-time
Build a business pipeline through deep team collaboration to execute on client and territory specific activities
Added 9 hours ago
SP
Customer Success Manager, MuleSoft - Global Public Sector
Salesforce Partner Canada
Toronto, ON
- Full-time
…skills with proven ability to translate technical concepts into business terms and partner with senior client executives from IT teams to…
Added 9 hours ago
W
Associate Technical Consultant, Environmental Scientist
Worley
Edmonton, AB · Calgary, AB
- Full-time
Supporting business development activities, client relationship management, and opportunities to expand project scope and service offerings.
Added 9 hours ago
T
Customer Experience Associate
TD
Oyen, AB
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

RBC

Financial Planner

Port Hope, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: 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 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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