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Added 4 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing…
Added 4 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing…
Added 4 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
As a Finance Strategic Business Advisor (SBA), we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the…
Added 4 mins ago
TF
Regional Sales Manager – Eastern Canada
Trevor Frances Recruitment
Remote, Canada
- Full-time
- Remote
…a strategic, growth-oriented Regional Sales Manager to lead business development and market expansion across Eastern Canada. This is a high-impact role for a proven sales professional who…
Added 4 mins ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
You are a high performer, experienced as a GTM (Go-To-Market) Partner in business development within the staffing and recruitment industry, and have consistently demonstrated superior…
Added 4 mins ago
G
GUCCI Manager of Client Engagement, Canada
Gucci
Toronto, ON
- Full-time
The Manager of Client Engagement, Canada, will lead planning and implementation of retail client development strategies across directly operated stores (DOS) and outlet locations that drive…
Added 19 mins ago
AC
Early Careers: Broker, Risk Solutions - Calgary
Aon Corporation
Calgary, AB
- Full-time
Business and professional development in Commercial Risk, Reinsurance, client service, communication, collaboration, problem solving and commercial awareness.
Added 19 mins ago
JT
Workforce Specialist, Job ID# 7079
JVS Toronto
Toronto, ON
- Full-time
…thousands of individuals each year through employment, career development, and assessment services across Toronto and York Region. We also partner with businesses to help them find the…
Added 19 mins ago
R
Project Manager - AdFarm
RR46
Calgary, AB
- Full-time
Work with Account Managers to build and nurture relationships with clients: Understand the client: Learn about the client’s business and its needs.
Added 19 mins ago
C
Business Intelligence Architect/Data Modeler
Cencora
Oakville, ON · ON · CAN > ON > Oakville > Superior Crt
- Full-time
Partner with cross-functional teams including Infrastructure, Networks, Web/Application Development, Data Engineering, and other IT teams to design and deliver end-to-end BI solutions.
Added 19 mins ago
SL
Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Partner with the Agile development team and business partners to shape the solution vision into user stories and a prioritized backlog
Added 19 mins ago
SL
Director, Compliance - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing…
Added 19 mins ago
SM
Director, Compliance - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing…
Added 19 mins ago
D
Account Executive - AEC
de3f6bb0-0f18-407a-a037-1f6f386ef832
Mississauga, ON
- Full-time
…objective will be to build strong customer relationships, identify business opportunities, and deliver value-driven solutions tailored to the needs of architects, engineers and construction…
Added 34 mins ago
Director, Senior Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
…success of a significant Capital Markets product or complex business capability. The role partners with business, operations, technology, data, and control functions to define future-state…
Added 34 mins ago
Senior Manager and Team Lead, Credit Risk, Retail
Scotiabank
ON · Mississauga, ON
…management activities, mentorship, formal coaching, employee development, assessment and review of Escalations and Appeals, as well as Partner…
Added 34 mins ago
Senior Manager, Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank
Toronto, ON
Ensure product development activities remain aligned with business priorities and expected outcomes
Added 34 mins ago
Salesforce Technical Architect
Orion Global Solutions
Toronto, ON · Montreal, QC
At Orion Global Solutions, we’re not your typical tech consultancy. As a Salesforce Summit Partner (the highest tier!) and one of the fastest-growing Salesforce partners in the New York…
Added 34 mins ago
PG
Manager, Media Planning
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
…connection solutions across a variety of media to meet or exceed client objectives & drive…
Added 49 mins ago
Human Resources Business Partner
Canadian Blood Services
Calgary, AB · Edmonton, AB · Vancouver, BC
…commitment to operating within a diverse team environment, you will partner with, Employee Relations, and Business Leaders to assist with program development, delivery and to implement…
Added 49 mins ago
RB
Financial Planner
Royal Bank of Canada
ON · MARKHAM, Ontario
- Full-time
Business Development, Client Centricity, Communication, Long Term Planning
Added 49 mins ago
RB
Operation Specialist Performance Measurement
Royal Bank of Canada
Mississauga, ON
- Full-time
Operation specialist in Performance Measurement group. Analyzes operational problems related to client rate of return, money weighted vs. time weighted calculations. Act as a central point…
Added 49 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Prince George, BC
- Full-time
· Proven success in business growth, as well as establishing community and client relationships
Added 49 mins ago
LI
Scaled Customer Success Manager
Loopio Inc.
Remote, Canada
- $70,000 to $85,000 CAD / year
- Full-time
- Remote
Loopio is looking for a client-facing, relationship-focused, outcomes-oriented individual to join our innovative Scaled Customer Success team! In this role, you will contribute to Loopio’s…
Added 49 mins ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
The Business Operations Partner is a key support role within the team, providing a hybrid of executive support, operational coordination, marketing/proposal development, and administrative…

RBC

Financial Planner

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 12, 2026
Experience: Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Oct 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 (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:

2947 BLOOR ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-12

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

You will manage a portfolio of mass affluent clients by providing comprehensive financial planning advice and tailored investment, credit, and banking solutions. Additionally, you will actively grow your client base through value-based relationship management and collaboration with local service partners.

Requirements

Candidates must hold a financial planning designation such as QAFP, PFP, 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
Investment solutions
Credit solutions
Banking solutions
Networking
Financial acumen
Client centricity
Communication
Long term planning

Benefits

Full-time employee status
Unlimited earning potential
Full benefits
World-class training program

Visa sponsorship

Not detected in the job text

Keywords

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

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