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Added 3 mins ago
SG
New Installations & Modernizations Coordinator
Schindler Group
Ottawa, ON
- Full-time
Monitor and update SAP and Project Planner to ensure all major project milestone dates are met
Added 34 mins ago
AC
City Planner
Aston Carter
Surrey, BC
- $24 to $26 CAD / hour
- Contract
The City Planner is responsible for preparing the next days city pickup and delivery plan for an afternoon operation. This role coordinates drivers, equipment, and dock labour to ensure all…
Added 48 mins ago
LL
Facilities Maintenance Planner- 6 Month Contract
Liebherr-Canada Ltd.
Burlington, ON
- Contract
Maintains high level of customer service with operations departments.
Added 48 mins ago
MS
Vessel Pre-Planner
Marinus Services
Halifax, NS
- Full-time
Marinus Services is seeking an experienced and detail-oriented Vessel Pre-Planner to support vessel planning and coordination activities. This role is responsible for developing pre-arrival…
Added 1 hour ago
PH
Clinical Planner - RPN
ParaMed Home Health Care
Brantford, ON
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 1 hour ago
V|
Gestionnaire de projets / Project Manager
Veolia | North America
Montreal, QC
- Full-time
Assurer le leadership au sein de l'équipe de projet (travailler en collaboration avec diverses parties prenantes des équipes techniques : ingénierie, conception, mise en service, production)
Added 2 hours ago
Planner-C1448
City of London
London, ON
…planning information and advice to members of the public and other Service Areas; provides evidence at hearings; represents the Planning and Economic Development Service Area before…
Added 2 hours ago
E
Clinical Planner - RPN
Extendicare
Brantford, ON · Hamilton, ON · ParaMed - Hamilton (Upper Wentworth)
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 2 hours ago
R
Financial Planner, Investment and Retirement Planning
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 3 hours ago
Strategic Planner, Learning & Engagement
Government of Alberta
AB
Job Title: Learning and Engagement Strategic Planner
Added 3 hours ago
MD
Clinic Network Specialist, Planner Principal State
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Experience working with healthcare organizations, primary care clinics, or community providers to implement programs or improve service delivery systems.
Added 4 hours ago
GO
Manager, Finance and Budget
Government of Nunavut Recruitment
Arviat, NU
- Full-time
…regional offices. The position directly supervises the Capital Planner, Financial Reporting Analyst (located in Iqaluit), and the Cambridge Bay finance team, while providing functional…
Added 4 hours ago
R
Financial Planner, Investment and Retirement Planning
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 4 hours ago
R
Financial Planner
RBC
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 4 hours ago
Production Planner
Westerkirk
Victoria, BC
The Production Planner plans, schedules, and coordinates the activities throughout the manufacturing process within the manufacturing cell. Planning includes creating and managing work…
Added 5 hours ago
V|
Gestionnaire de projets / Project Manager
Veolia | Water Tech
Montreal, QC
- Full-time
Assurer le leadership au sein de l'équipe de projet (travailler en collaboration avec diverses parties prenantes des équipes techniques : ingénierie, conception, mise en service, production)
Added 6 hours ago
AA
Collision Estimator/Repair Planner (Scarborough Center)
Assured Automotive
Toronto, ON · Scarborough, ON
- Full-time
Provide Customer with accurate and timely information, guiding them through the repair process and ensuring that they receive excellent customer service
Added 8 hours ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
Added 8 hours ago
NB
Financial Planner
National Bank of Canada
Gatineau, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 8 hours ago
OM
Sr. Media Buyer
Omnicom Media
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation to the Planner or Client (e.g. pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent documentation).…
Added 9 hours ago
WI
Project Manager, Municipal Planning
WSP in Canada
Toronto, ON
- Full-time
Registered Professional Planner in the Province of Ontario;
Added 10 hours ago
RB
IRP Assistant
Royal Bank of Canada
Montreal, QC
- Full-time
…related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to…
Added 12 hours ago
R
IRP Assistant- EN
RBC
Montreal, QC
- Full-time
…related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to…
Added 14 hours ago
GT
Goway FAM and Executive Travel Planner
Goway Travel
Toronto, ON
- Full-time
We are seeking a detail-oriented Goway FAM and Executive Travel Planner to manage end-to-end travel arrangements across our global team. You will book business travel, executive trips,…
Added 15 hours ago
SQ
Bilingual Financial Services Consultant, Client Relationship Team
Sunlife Québec
Montreal, QC
- Full-time
…tasked with strengthening client relationships, while achieving service & sales…

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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