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Added 3 mins ago
EI
Sr Underwriter, Regional Auto
Economical Insurance
Montreal, QC
- Full-time
Added 3 mins ago
R
Associate, Financial Planning - Québec- EN
RBC
Gatineau, QC
- Full-time
Opportunity to achieve great success and grow your career with RBC
Added 3 mins ago
B
AML & KYC Associate - Contact Center
BeachHead
Mississauga, ON
- $17.6 to $27.7 CAD / hour
- Contract
Added 3 mins ago
FH
Medical Leader, National Surgical Quality Improvement Program (NSQIP) Surgeon Champion - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- Part-time
The NSQIP Surgeon Champion role is an exciting opportunity to provide leadership and direction to physicians and other health care providers on surgical quality and patient safety…
Added 3 mins ago
FH
Medical Leader: Physician Quality Leader (PQL) - Maternal, Infant, Child and Youth (MICY) Pediatrics
Fraser Health Authority
Surrey, BC
- Part-time
The Quality Physician Medical Leader role is an exciting opportunity to provide leadership and direction to physicians and other health care providers on quality and patient safety…
Added 3 mins ago
FH
Medical Leader, Quality Physician - Mission Memorial Hospital
Fraser Health Authority
Mission, BC
- Part-time
The Quality Physician Medical Leader role is a new and exciting opportunity to provide leadership and direction to physicians and other health care providers on quality and patient safety…
Added 3 mins ago
BS
Manager of Maintenance Services – Trades
Burnaby School District - SD41
Burnaby, BC
- Full-time
…leader in education. We offer and welcome employees to take the opportunity to develop their careers within our District. There are many opportunities for those employees that possess the…
Added 3 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Calgary, AB
- Full-time
Added 3 mins ago
FH
Anaesthesia Assistant - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $44.85 to $56.02 CAD / hour
- Other
…comprehensive health benefits, and pension plan), and the rewarding opportunity to make a difference every single day in health…
Added 3 mins ago
FH
Audiologist - Surrey Memorial Hospital
Fraser Health Authority
Surrey, BC
- $44.85 to $56.02 CAD / hour
- Full-time
…respective fields, career growth and advancement, and the rewarding opportunity to make a difference every single day in health…
Added 3 mins ago
EI
Specialist, Change
Economical Insurance
Toronto, ON
- Full-time
Added 3 mins ago
EI
Underwriter, Small Business
Economical Insurance
Montreal, QC
- Full-time
Added 3 mins ago
IC
Senior Manager, Estimating- EN
IAMGOLD Corporation
Toronto, ON
- Full-time
Added 3 mins ago
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Product Development Specialist
Sobeys
Mississauga, ON
- Full-time
…new talent to join our team! We currently have a full-time opportunity for a Product Development Specialist. This role is based out of our office in Mississauga,…
Added 3 mins ago
FP
Food & Beverage Coordinator
Four Points by Sheraton Kelowna Airport
Kelowna, BC
- Full-time
Responsible for maintaining training plans with designated managers/trainers and updating as job descriptions change ensuring employee onboarding is complete.
Added 12 mins ago
SC
Junior Program Advisor
Stenberg College
Surrey, BC
- Full-time
Support marketing and events, including job fairs and information sessions.
Added 12 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Leduc, AB
- Part-time
Trains cashiers/merchandisers in job functions
Added 12 mins ago
US
Delivery Driver
UPS Supply Chain Solutions
Toronto, ON · CA - TORONTO HUB (ONTOR)
- Full-time
Before you apply to a job, select your language preference from the options available at the top right of this page.
Added 12 mins ago
US
Package Car Driver
UPS Supply Chain Solutions
Toronto, ON · CA - TORONTO HUB (ONTOR)
- Full-time
Before you apply to a job, select your language preference from the options available at the top right of this page.
Added 12 mins ago
US
Delivery Driver
UPS Supply Chain Solutions
Toronto, ON · CA - TORONTO HUB (ONTOR)
- Full-time
Before you apply to a job, select your language preference from the options available at the top right of this page.
Added 12 mins ago
Geotechnical Engineer (EIT) - New Grad
ExxonMobil
Edmonton, AB
…include: Flex Your Day, childcare partnerships and part-time and job-sharing…
Added 12 mins ago
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(CAN) General Merchandise Associate
Walmart
Terrebonne, QC
- Full-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 12 mins ago
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Overnight Lead Department manager
Walmart
Swift Current, SK
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 12 mins ago
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(CAN) Produce Stocker
Walmart
Spruce Grove, AB
- Part-time
Working as a Produce Stocker at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. The Produce Stocker delivers excellent customer service by…
Added 12 mins ago
W
(CAN) General Merchandise Associate
Walmart
Winnipeg, MB
- Part-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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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