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Added 9 mins ago
NH
National Account Manager - Club & Mass Retail
Nutra Holdings
St. John's, NL
- Full-time
Coordinate retail execution. Partner with sales operations and supply chain on item setup, packaging requirements, launch readiness and timely, in-full delivery. Follow through on customer…
Added 9 mins ago
SI
Manager, Production
Saputo Inc.
Tavistock, ON
- Full-time
Reporting to the Plant Manager, the Production Manager is responsible for leading our Production team to produce and package quality dairy products and by-products in an efficient, safe and…
Added 9 mins ago
JR
Automotive Parts Buyer And Relationship Manager
John Ross & Sons Ltd.
Halifax, NS
- Full-time
The Automotive Parts Buyer & Relationship Manager is responsible for developing and managing relationships with automotive recyclers, salvage yards, dismantlers, repair facilities,…
Added 9 mins ago
I
Business Development Manager
Insight
Toronto, ON · North York, ON
- Full-time
Insight Global is seeking a highly driven Business Development Manager to aggressively grow new business across the Canadian market for a client. This is a hunter-focused role for someone…
Added 9 mins ago
UO
Senior Partnerships Specialist
University of Calgary
Calgary, AB
- Volunteer
The Signature Learning Experiences Office in the Provost & Vice-President (Academic) is currently seeking a Full-time Regular Senior Partnerships Specialist.
Added 10 mins ago
L
Financial Service Representative - LendDirect Office #
LendDirect
Medicine Hat, AB
- Full-time
…provincial average. The actual base hourly offered for this full-time position will be determined by various factors, including, but not limited to, location, skills, knowledge,…
Added 10 mins ago
OR
Senior Systems Engineer
OSL Retail Services Inc
Mississauga, ON
- Other
At OSL Retail Services, we believe people are the heart of everything we do, and it is an exciting time to be part of something special! Our momentum is growing, and is fueled by…
Added 10 mins ago
TH
Seasonal Sales Associate: Full Time - SAANICH
The Home Depot
Saanich, BC
- Full-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 10 mins ago
CC
Retail Sales Associate
Canna Cabana
AB · Aurora Cannabis-WEM, Edmonton, AB
- Part-time
Canna Cabana is actively seeking Part-Time Sales Associates who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 10 mins ago
CC
Retail Shift Leader
Canna Cabana
Saskatoon, SK
- Part-time
Canna Cabana is actively seeking Part-Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 10 mins ago
CC
Retail Shift Leader
Canna Cabana
Lacombe, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 10 mins ago
CC
Retail Shift Leader
Canna Cabana
Camrose, AB
- Part-time
Canna Cabana is actively seeking Part Time Shift Leaders who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us and…
Added 10 mins ago
AF
Financial Service Representative - LendDirect Office #
Attain Finance
Medicine Hat, AB
- Full-time
…provincial average. The actual base hourly offered for this full-time position will be determined by various factors, including, but not limited to, location, skills, knowledge,…
Added 10 mins ago
IW
Account Manager
ICONIX Waterworks
Windsor, ON
- Other
Ability to overcome objections in the sales process
Added 10 mins ago
IW
Account Manager
ICONIX Waterworks
Milton, ON
- Other
Ability to overcome objections in the sales process
Added 24 mins ago
TS
Store Manager
The Salvation Army in Canada
Kitchener, ON
- Full-time
Direct reports: Supervises a team of Sales Associates of different levels: responsible for hiring, terminating or making disciplinary decisions, directly supervise 20 or more full-time,…
Added 24 mins ago
NF
Cash and Office Department Manager - 12 Month Contract
Nature's Fare Markets
Langley (District), BC · City of Langley, BC
- Contract
We are seeking a full-time temporary (12 month) Cash and Office Department Manager in our newly renovated Langley location.
Added 27 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Reporting to the Manager, Loan Sales & Trading, Operations Analyst is responsible for a group of accounts that are frequently traded. The support includes, but is not limited to,…
Added 27 mins ago
S
Home Health Care Sales- Specialist Rehab Product
Sobeys
Corner Brook, NL
- Full-time
Participate with manager on planning and forecasting sales and growth areas for the business
Added 27 mins ago
AK
Branch Manager
AIM KENNY U-PULL
Laval, QC
- Full-time
The Branch Manager is responsible for providing support, training, follow-up, and operational oversight to contribute to the success of the branch while ensuring sales objectives are met.…
Added 27 mins ago
S
Produce - Clerk Produce
Sobeys
Dartmouth, NS
- Full-time
…Clerks play such an important role in the success of our stores. Full training is provided for this…
Added 27 mins ago
S
Part Time Produce Supervisor - Admirals Thrifty Foods
Sobeys
Victoria, BC
- Part-time
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…
Added 27 mins ago
F
Senior Manager, Credit Modeling and Strategy
Flexiti
Toronto, ON · North York, ON
- Full-time
…benefits plan and a competitive incentive (bonus) program for Full-Time Permanent…
Added 27 mins ago
IM
DIrector of Marketing & Client Success
Intellicastle Marketing
Toronto, ON
- Full-time
You will be measured on three things: clients who stay and grow, a team that delivers on time at healthy margins, and new business that marketing creates for both IntelliCastle and…
Added 27 mins ago
S
Part Time Meat Cutter - Admirals Thrifty Foods
Sobeys
Victoria, BC
- Part-time
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…

RBC

Financial Planner, Relationship Manager

Barrie, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 20, 2026
Experience: Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Oct 6, 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:

405 BAYFIELD ST:BARRIE

City:

Barrie

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-06

Application Deadline:

2026-10-20

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 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
Relationship management
Business development
Client acquisition
Networking
Investment solutions
Credit solutions
Banking solutions
Financial acumen
Portfolio management
Client centricity
Communication
Long term planning

Benefits

Full benefits
World-class training program
Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Relationship Manager
Mass Affluent
Financial Planning
QAFP
PFP
CFP
Mutual Funds License
IFIC
CSC
Client Acquisition
Business Development
Portfolio Management
Banking
Investment
Credit
Relationship Management
Financial Acumen
Networking
Personal & Commercial Banking

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