Financial advisor jobs in Canada

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Added 13 days ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, 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 13 days ago
LC
Financial Planner - Watford & Arkona
Libro Credit Union
Warwick, ON · Watford, ON
- Full-time
Join Libro Credit Union as a full-time Financial Planner supporting the Watford and Arkona branches.
Added 13 days ago
RB
Banking Advisor
Royal Bank of Canada
Swift Current No. 137, SK · SWIFT CURRENT, Saskatchewan
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 13 days ago
R
Financial Planner, Investment and Retirement Planning- EN
RBC
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…
Added 13 days ago
R
Financial Planner, Investment and Retirement Planning- EN
RBC
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…
Added 13 days ago
Financial Advisor
The Canada Life Assurance Company
Calgary, AB · Edmonton, AB · Langley (District), BC · Vancouver, BC · Winnipeg, MB · Moncton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kitchener, ON · London, ON · Ottawa, ON · Peterborough, ON · Pickering, ON · Toronto, ON · Charlottetown, PE · Regina, SK · Langley, Brit
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 13 days ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 13 days ago
R
Banking Advisor
RBC
Swift Current, SK
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 13 days ago
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Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- 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 13 days ago
Financial Advisor Trainee - Brampton Business Banking Centre
Scotiabank
Brampton, ON
Added 13 days ago
RB
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…
Added 13 days ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 13 days ago
RB
Financial Planner
Royal Bank of Canada
Milton, ON
- Full-time
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…
Added 13 days ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 13 days ago
RB
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada
Montreal, QC
- Full-time
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own…
Added 13 days ago
NB
Banking Advisor
National Bank of Canada
Rawdon, 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 13 days ago
Financial Advisor/Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON · Kanata, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 13 days ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- 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 13 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 13 days ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, 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 13 days ago
NB
Banking Advisor
National Bank of Canada
Quebec, 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 13 days ago
C
Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, 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 permit
Added 13 days ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Grand Forks, 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 13 days ago
EF
Senior Financial Advisor (Tsawwassen Branch)
Envision Financial
Vancouver, BC · Greater Vancouver, BC
- $56,800 to $72,800 CAD / year
- Full-time
Mutual Funds License required
Added 13 days ago
Senior Financial Advisor (Tsawwassen Branch)
First West
Delta, BC
Mutual Funds License required

RBC

Financial Planner

Milton, ON, Canada

Full-time

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: · Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Oct 30, 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:

1240 STEELES AVE E:MILTON

City:

Milton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-12

Application Deadline:

2026-11-13

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

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 networking and cultivating strong relationships with service partners and local markets.

Requirements

Candidates must hold a Financial Planning Designation (QAFP, PFP, or CFP) and a Mutual Funds License. A minimum of 3 years of experience in financial planning and proven skills in client acquisition and relationship management 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 benefits
Training program
Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
RBC
Mass affluent
Financial planning
QAFP
PFP
CFP
Mutual Funds License
IFIC
CSC
Business development
Client acquisition
Relationship management
Investment
Credit
Banking
Networking
Financial acumen
Portfolio management
Client centricity
Communication
Long term planning

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Financial advisor jobs in Canada

Financial Advisor