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Added 3 mins ago
CO
MANAGER, CORPORATE COLLECTIONS
City of Brampton
Brampton, ON
- Full-time
Reporting to the Senior Manager, Revenue, responsible for the management and direction of all collection activities for defaulted Provincial Offence Act (POA) fines, non-parking…
Added 3 mins ago
GT
Senior Project Manager - Compliance, Bank Act
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $90 to $100 CAD / hour
- Contract
Our client, a leading Canadian financial institution, is seeking a Senior Technical Project Manager to lead a regulatory technology initiative supporting Bank Act compliance requirements.…
Added 3 mins ago
B
Vice President, Operations And Business Development |Vice-présidente ou vice-président, Exploitation et développement des affaires
BIOTECanada
Canada
- Full-time
…Vice President will drive organizational excellence across finance, human resources, business development, membership growth, and operational performance while helping build the systems,…
Added 3 mins ago
P
Procurement & Supply Chain Analyst / Supply Chain Data Analyst (PSCA013)
Potenco
Canada
- Full-time
Work closely with supply chain, procurement, sales, finance, and other operational teams to support business requirements.
Added 3 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Montreal, QC
- Full-time
Role Description The Assistant Branch Operations Manager is a full-time, on-site role based in Montreal, QC, supporting the efficient and compliant day-to-day operations of the branch. This…
Added 3 mins ago
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Finance Manager
IFG - International Financial Group
Brampton, ON
- $100,000 to $130,000 CAD / year
- Full-time
We are helping our manufacturing client in North Brampton with a Finance Manager search. This is a full-time permanent opportunity with benefits, bonus, RRSP matching and more. Looking for…
Added 3 mins ago
A
Software Engineering Manager
AutoTrader.ca
Toronto, ON · Etobicoke, ON
- Full-time
…Dealertrack Canada and CMS - help Canadians buy, sell, and finance vehicles with confidence. AutoTrader.ca is Canada’s largest automotive marketplace, with over 25 million monthly visits.…
Added 3 mins ago
A
Software Engineering Manager
AutoTrader.ca
Toronto, ON
- Full-time
…Dealertrack Canada and CMS - help Canadians buy, sell, and finance vehicles with confidence. AutoTrader.ca is Canada’s largest automotive marketplace, with over 25 million monthly visits.…
Added 3 mins ago
C
Internal Audit Manager
Confidential
Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $105,000 CAD / year
- Full-time
The Manager will supervise and provide guidance to audit team members and be responsible for leading the organization's Internal Controls over Financial Reporting (ICFR) program. The…
Added 5 mins ago
B
Wealth Planning Advisor, Private Wealth
BMO
Montreal, QC · MCGC
- Full-time
Added 5 mins ago
B
Client Service Officer, Business Banking
BMO
Blainville, QC · Montreal, QC
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
Added 5 mins ago
EF
Sr. Finance Process Excellence & Automation Analyst
Element Fleet Management
Toronto, ON
- Full-time
At Element Fleet Management, you will have the opportunity to improve how finance teams operate through practical automation, analytics, and process excellence. You will collaborate across…
Added 5 mins ago
MI
Manager, Compliance & Internal Controls NA
Magna International
Aurora, ON
- Full-time
Participate in business process and/or system design reviews from both a finance and internal controls perspective.
Added 5 mins ago
C
Administrator ERP System
Chartwell
Mississauga, ON
- Full-time
…incumbent will be a strong and valued business partner to the Finance and Accounting teams and the Business owners of our various ERP applications. The portfolio includes but is not limited…
Added 17 mins ago
CB
Senior Accountant - Operational Finance
Clark Builders
AB · Edmonton, AB
- Full-time
Reporting to: Accounting Manager, Operational Finance
Added 17 mins ago
DG
Manager, Independent Business group
Doane Grant Thornton LLP
Saint John, NB
- Full-time
As a Manager, Privately Held Business Group your responsibilities will include:
Added 18 mins ago
Software Engineering Manager
AutoTrader.ca
Toronto, ON
…Dealertrack Canada and CMS - help Canadians buy, sell, and finance vehicles with confidence. AutoTrader.ca is Canada’s largest automotive marketplace, with over 25 million monthly visits.…
Added 18 mins ago
Principal Service Delivery Manager
Capgemini
Toronto, ON
The Service Delivery Manager/Director serves as the senior interface between the client and the Service Delivery Operations teams delivering IT infrastructure services. The Service Delivery…
Added 18 mins ago
EC
Digital Journey Manager (Colleagues)
East Coast Credit Union
NS · Dartmouth, NS
- Full-time
Reporting to the Director, Enterprise Digital Excellence, the Digital Journey Manager (Colleagues) leads the design and improvement of the colleague digital experience across the credit…
Added 18 mins ago
OR
Payroll Coordinator
OSL Retail Services Inc
Mississauga, ON
- Other
Step 3: The next step is an in-person interview with the hiring Manager and SVP Finance.
Added 18 mins ago
Bilingual Claims Adjuster, Property
OTIP Group of Companies (OTIP, Orbit, Curo)
Edmonton, AB · Quispamsis, NB · Dartmouth, NS · Waterloo, ON
…core competencies. Reporting to the National Property Claims Manager, the core parts of your role will be…
Added 18 mins ago
AL
District Sales Manager – Diabetes Care Division (Ontario)
Abbott Laboratories
ON
- $120,000 to $168,000 CAD / year
- Full-time
Added 34 mins ago
CF
Manager, Data Operations
CI Financial
Toronto, ON
- Full-time
CI Financial is seeking a Manager, Data Operations to join our Data, AI & Analytics (DNA) team. In this role, you will be accountable for the reliability, scalability, and operational…
Added 34 mins ago
Controller II
Sofina Foods Inc
Port Coquitlam, BC
Reporting to the Director, Finance, this role is accountable for analysis of the financial and costing data for the Chicken and Turkey division with a focus on the Port Coquitlam and…
Added 46 mins ago
DE
Manager of Business Operations
Design Electronics
Niagara Falls, ON
- Full-time
…that allow a growing business to deliver? We are seeking a Manager of Business Operations to drive operational excellence across our Project Management Office (PMO), Warehouse & Logistics,…

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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