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Added 12 mins ago
T
Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 12 mins ago
UH
Senior Director, Redevelopment
University Health Network
Toronto, ON
- Full-time
Oversee capital and portfolio financial management, including annual and multi-year budget planning, expenditure approvals, cost forecasting, variance analysis, and resource allocation to…
Added 12 mins ago
RH
Director of Finance
Robert Half
Vancouver, BC · Greater Vancouver, BC
- $150,000 to $170,000 CAD / year
- Full-time
…oversight and will play a key role in shaping the company's financial…
Added 12 mins ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
…operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD…
Added 12 mins ago
BC
Acquisitions Manager
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Knowledge of business practices (e.g. corporate and business planning, real estate practices, real property markets and financial analysis).
Added 12 mins ago
SS
Project Management, Assistant Vice President
State Street
Toronto, ON
- Full-time
Business degree plus a minimum of 3 to 5 years related financial services or investment operations experience.
Added 12 mins ago
D
Advisor, General finance and accounting
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a finance and general accounting advisor, you help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and…
Added 12 mins ago
C
Applications Development Sr Programmer Analyst
Citi
Mississauga, ON
- Full-time
Added 12 mins ago
C
Apps Dev Intmd Programmer Analyst
Citi
Mississauga, ON
- Full-time
Work with Modern Technology: Utilize a modern tech stack, including Java, Angular, React, Kubernetes, Docker, and Kafka, to build cutting-edge financial technology solutions.
Added 12 mins ago
C
Apps Dev Intmd Programmer Analyst
Citi
Mississauga, ON
- Full-time
Added 12 mins ago
C
Financial Services Representative II
CIBC
Toronto, ON · PCF-Albion
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 12 mins ago
C
Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, QC
- Full-time
…dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service…
Added 12 mins ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Grand Forks, BC
- Full-time
…dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service…
Added 12 mins ago
CT
Vice-President, Pricing & Promotions
Canadian Tire Corporation
Toronto, ON
- Full-time
…customer insights, market intelligence, category priorities and financial goals to make coordinated commercial decisions that improve customer value, grow sales and support healthy…
Added 12 mins ago
CAPEX Coordinator
Amrize
Edmonton, AB
Access to voluntary programs like RRSP and TFSA for future financial planning.
Added 12 mins ago
BV
Member Experience Team (12 Month Term)
Bow Valley Credit Union
Airdrie, AB
- Full-time
BVCU is deeply rooted in the communities we serve, delivering exceptional service and financial products that help our members build a secure financial future. We are proud of our…
Added 12 mins ago
B
Mortgage Specialist Associate
BMO
Vaudreuil-Dorion, QC
- Full-time
Understands customer needs to offer financial solutions that meet customer goals.
Added 12 mins ago
B
CLIENT SUPPORT COORDINATOR - Ottawa and Kingston
BDC
Kingston, ON · Ottawa, ON
- Full-time
…It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…
Added 12 mins ago
B
REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
BDC
Montreal, QC
- Full-time
…It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…
Added 12 mins ago
Armed Driver Cash Transport
GardaWorld
Timmins, ON
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 12 mins ago
Armed Driver Cash Transport
GardaWorld
Windsor, ON
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 12 mins ago
Armed Driver Cash Transport
GardaWorld
Peterborough, ON
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 12 mins ago
Armed Driver Cash Transport
GardaWorld
Sudbury, ON
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 12 mins ago
Armed Driver Cash Transport
GardaWorld
Sault Ste. Marie, ON
Reload or perform minor repairs on ABM (automated banking machine) from various financial institutions
Added 12 mins ago
P
70-26 FTT Finance Coordinator
Pathways
Belleville, ON
- Part-time

RBC

Financial Planner

Milton, ON, Canada

Full-time

Apply 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 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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