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Added 4 mins ago
IF
Senior Compliance Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Compliance Advisor, you will play a key role in the development and evolution of the compliance programs for iA Auto and Home Insurance and Prysm General Insurance. Working…
Added 4 mins ago
IF
Senior Project Manager, FinOps & Cloud Foundations
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Project Manager, FinOps & Cloud Foundations, you will lead complex, cross-functional IT initiatives from inception through to the realization of expected benefits. You will…
Added 4 mins ago
IF
Manager, IT Solutions Delivery, Go-to-Market and Digital Solutions, SAEC Platform
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Support talent development, performance management, and succession planning;
Added 4 mins ago
IF
Manager, Exclusive Services
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
…dynamic team of professionals and actively contributing to their…
Added 4 mins ago
IF
Underwriter
iA Financial Group
Toronto, ON
- Full-time
Support the development of junior and intermediate underwriters through coaching and mentoring.
Added 4 mins ago
IF
Project Manager
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Project Manager, you will play a key role in leading technology initiatives supporting the Human Resources sector. You will share project leadership with business partners and be…
Added 4 mins ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
As a Corporate Branch Manager, you will play a key role in maintaining a strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the…
Added 4 mins ago
IF
Client Relationship Manager, Group Savings and Retirement
iA Financial Group
Montreal, QC
- Full-time
…in group insurance? If so, the role of Client Relationship Manager (CRM) in Group Benefits & Retirement Solutions at iA Financial Group could be the perfect fit for…
Added 4 mins ago
IF
Senior Project Manager, Security
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…organization and its clients from digital risks? As a Senior Project Manager, Security, you will play a key role in delivering strategic, high-visibility security…
Added 4 mins ago
IF
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
iA Financial Group
Toronto, ON · Vancouver, BC
- Full-time
Reporting to the Manager, Special Risk Underwriting and Client Service, you will provide proactive relationship, portfolio, and business development support to clients, brokers, third-party…
Added 4 mins ago
IF
Assistant Branch Manager
iA Financial Group
Toronto, ON
- Full-time
Reporting to the Regional Manager, the Assistant Branch Manager is responsible for supporting the Branch Managers and providing operational and administrative support and assisting the…
Added 19 mins ago
EL
Recruiter - 12 month contract
Empire Life
Kingston, ON
- $79,200 to $126,500 CAD / year
- Contract
Empire Life is looking to hire a Recruiter (12 month contract) to join our Talent Acquisition team! We are actively seeking candidates to fill a current, open position. The Recruiter…
Added 19 mins ago
EL
Human Resources Generalist
Empire Life
Toronto, ON · Greater Toronto Area, Canada
- $79,200 to $126,500 CAD / year
- Full-time
The position offers exposure to multiple areas of Human Resources, including employee relations, talent management, compensation, organizational development, and business partnering, while…
Added 19 mins ago
SA
Applications Product Owner
Stelumar Advanced Manufacturing Inc.
Canada
- Full-time
…and interior cabinetry and millwork at industrial scale. Its development and construction arm, Stelumar Communities, delivers scalable modular housing from planning and design to…
Added 19 mins ago
Food Services Supervisor (Administrative), Food Services
Nova Scotia Health and IWK Health
Halifax, NS
Reporting to the Manager of Business Development, Clinical Nutrition, and Food Services, the Administrative Food Service Supervisor coordinates recruitment, completes departmental…
Added 49 mins ago
Marketing Manager
Infrastructure Ontario
Toronto, ON
The Marketing Manager leads the development and execution of integrated marketing strategies that strengthen Infrastructure Ontario's corporate brand, employer brand, digital presence and…
Added 1 hour ago
E
Manager, Application Support - 26384
Enverus
Calgary, AB
- Full-time
The Application Support Manager leads a frontline customer support team responsible for delivering exceptional customer support and driving customer success across Enverus oil and gas…
Added 1 hour ago
NI
General Manager I
NFI Industries
Delta, BC
- Full-time
Plays an active role in employee development and talent selection.
Added 1 hour ago
SE
Inside Sales Representative - Software
Schneider Electric
Milton, ON · Montreal, QC · Vancouver, BC
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 1 hour ago
FH
Business Support Assistant
Fraser Health
Surrey, BC
- Full-time
We are currently seeking a motivated and enthusiastic individual to join our Talent Acquisition & Onboarding (TAO) team as a Business Support Assistant.
Added 1 hour ago
A
Discovery Program - Operations
ABB
Montreal, QC · Saint-Laurent, QC
- Full-time
…participants. This global programming is designed for early talent training, personal and professional growth, and networking. You will have a dedicated program manager to coach you…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 2 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
…values. We are looking for people with the inspiration and talent to develop with us as we pursue our ambitious growth…
Added 2 hours ago
UO
Industry Engagement Coordinator
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
…awareness and leads generation, ultimately supporting co-op job…
Added 2 hours ago
UO
Project Manager, WUSA
University of Waterloo
Waterloo, ON · General Services Complex
- Full-time
…students, we are home to the world's largest co-op education talent pipeline, game-changing research and technology, and to an unmatched entrepreneurial culture. Together, these create…

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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