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Added 9 mins ago
E
Director, GTM Operations Analytics and Insights
Equinix
Toronto, ON
- Full-time
…performance and where analytics investment delivers the greatest business impact. Serves as a strategic partner to senior executives and client groups across Sales, Marketing, Customer…
Added 9 mins ago
WI
Proposal Specialist
WSP in Canada
AB · Edmonton, AB
- Full-time
…Working closely with technical experts, project managers, and business leaders, you will translate innovative solutions into compelling client-focused proposals that strengthen our…
Added 9 mins ago
WI
Intermediate Professional, Environmental Science
WSP in Canada
Fredericton, NB
- Full-time
Bring your ecological expertise to projects that protect natural environments and support responsible development across Atlantic Canada. Based in Dartmouth, you will join our Ecology team…
Added 9 mins ago
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Website Manager
OpTalent | Canada | Recruitment
Toronto, ON · Etobicoke, ON
- Full-time
With two direct reports (UX Designer; Web Developer & Analytics Lead), and two external agencies (website development; SEO), the Digital Experience Manager will ensure that all company…
Added 9 mins ago
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Dir. Software Development
UKG
Montreal, QC
- Full-time
…outils permettant aux équipes produit d'offrir des expériences client cohérentes et…
Added 9 mins ago
WI
Intermediate Professional, Environmental Science
WSP in Canada
Dartmouth, NS
- Full-time
Bring your ecological expertise to projects that protect natural environments and support responsible development across Atlantic Canada. Based in Dartmouth, you will join our Ecology team…
Added 9 mins ago
MR
Lead Electrical Engineer/Partner
Meridia Recruitment Solutions, a KBRS Company
Bedford, NS
- Full-time
As the Lead Electrical Engineer/Partner, you will contribute to the establishment and growth of MLE's electrical engineering division while serving as a key member of the firm's leadership…
Added 9 mins ago
WI
Intermediate Professional, Environmental Science
WSP in Canada
Dartmouth, NS
- Full-time
Bring your ecological expertise to projects that protect natural environments and support responsible development across Atlantic Canada. Based in Dartmouth, you will join our Ecology team…
Added 9 mins ago
LC
HR Consultant
Leaps&Bounds Consulting
Winnipeg, MB
- Full-time
As part of our team, you’ll work closely with colleagues while also leading a client portfolio, balancing independence with collaboration in a client-focused, values-driven consulting…
Added 10 mins ago
Proposal Specialist
WSP
AB · Edmonton, AB
…Working closely with technical experts, project managers, and business leaders, you will translate innovative solutions into compelling client-focused proposals that strengthen our…
Added 10 mins ago
Director & Head, Global GTB Sales Execution and Business Management - Toronto
Scotiabank
Toronto, ON
Advanced capabilities in performance management, business analytics, executive reporting, stakeholder management, communication, and data-driven business case development; able to manage…
Added 25 mins ago
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Content Development Specialist
Wellington-Altus
Winnipeg, MB · Toronto, ON · AB · Calgary, AB
- Full-time
The Content Development Specialist will optimize resources and maximize the efficiency of content development by improving existing processes or creating new processes. The Content…
Added 25 mins ago
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Operations Coordinator - Yorkdale
Richemont
Toronto, ON
- Full-time
…communities. Our objective is to create the most exceptional client experience with the most productive environment and team. Doing so with consistency across the network – giving our…
Added 25 mins ago
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VP, Creator Marketing (Health & Financial Services)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
Partner closely with client and agency legal, regulatory, medical, compliance and risk stakeholders, ensuring creator programs are designed with appropriate safeguards and processes from…
Added 25 mins ago
E
VP, Creator Marketing (CPG/Food & Beverage)
Edelman
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
…portfolio of Brand clients, lead high-performing teams, and partner closely with integrated, regional, and global stakeholders to deliver best-in-class creator solutions. You’ll also play a…
Added 25 mins ago
E
Marketing Analyst
Edelman
Toronto, ON
- Full-time
Support the development of campaign KPIs, learning agendas, measurement frameworks, benchmarks, and reporting approaches aligned with client objectives
Added 38 mins ago
WI
Intermediate Professional, Environmental Science
WSP in Canada
Fredericton, NB
- Full-time
Bring your ecological expertise to projects that protect natural environments and support responsible development across Atlantic Canada. Based in Dartmouth, you will join our Ecology team…
Added 38 mins ago
TS
Customer Marketing Manager - Broad-based GTM
TMA Systems
Canada
- Full-time
…take the time to understand how our products are used in their business; coupled with a culture that produces world-class people with a client-service mindset. At TMA we realize that…
Added 38 mins ago
DC
Team Leader, Real Property Management
Defence Construction Canada
Yellowknife, NT
- Full-time
We're looking for a people-focused leader who combines strong business acumen with expertise in facilities, real property, contract administration, and client relationship management. You…
Added 38 mins ago
WH
Senior Director, Human Resources (Unionized)
Waterstone Human Capital
Mississauga, ON
- Full-time
Serve as the senior HR partner to national Operations leadership, translating business priorities into practical, measurable people strategies.
Added 38 mins ago
EE
Group Manager - Governance
ECG Engineering Pty Ltd
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Lead governance resources and partner with Finance, Projects, Operations and the commercial and legal function on material business risks
Added 38 mins ago
IS
FullStack Lead Developer
Iris Software Inc.
Toronto, ON
- Contract
…fast, far-reaching digital transformations and achieve their business goals. A strategic partner to Fortune 500 and other top companies in financial services and many other industries, Iris…
Added 40 mins ago
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Lead Business Consultant, Investment Operations
SimCorp
Toronto, ON
- Full-time
…courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can…
Added 40 mins ago
T
Manager Pricing Analytics
TD
Toronto, ON · Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 40 mins ago
T
Senior Manager, Digital Strategy & Transformation
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

RBC

Financial Planner, Relationship Manager

Georgina, 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:

23564 WOODBINE AVE:GEORGINA

City:

Georgina

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 value-based 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
Collaboration
Client centricity
Communication
Long term planning

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Relationship Manager
RBC
Mass affluent
Financial planning
QAFP
PFP
CFP
Mutual Funds License
IFIC
CSC
Business development
Client acquisition
Relationship management
Investment
Credit
Banking
Portfolio management
Financial acumen
Networking
Collaboration
Personal & Commercial Banking

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