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Added 3 mins ago
JI
Assistant Store Manager - Back-end Ops
J.D. Irving, Limited
PE · Summerside, PE
- Full-time
As an Assistant Store Manager – Back‑End Operations, you will play a critical leadership role in ensuring these business lines are supported through safe, efficient, and accurate…
Added 3 mins ago
M
Instructional Designer
Mevotech
Mississauga, ON
- Full-time
Reporting to the Manager of Learning, Development & Communications, the Instructional Designer will be instrumental in developing high-quality and engaging learning content that supports…
Added 3 mins ago
B
Manager, Model & AI Governance
BMO
Toronto, ON · BMOPLACE
- Full-time
…strategy and management practices are aligned in support of business objectives. Creates a culture where data is managed as a valuable corporate asset, adheres to the regulations around…
Added 3 mins ago
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Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 18 mins ago
TS
Dispatcher
The Seaboard Transport Group
Dartmouth, NS
- Full-time
Maintain and manage driver schedules, promptly communicating variances to General Manager.
Added 18 mins ago
G
Operations Manager
goswim.ca
Ottawa, ON · Nepean, ON
- Full-time
We are a growing specialty competitive swimwear and aquatics retail and e-commerce business in Ottawa, Ontario. We serve competitive athletes, families, swim clubs, coaches and teams across…
Added 18 mins ago
NS
IMIT Business Analyst - HIM Coding Classification & Terminology Standards
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
The HIM Business Analyst (BA) is responsible for the gathering, testing, implementation, maintenance, and training support for coding classification and terminology standards across NS…
Added 18 mins ago
M
Instructional Designer
Mevotech
Mississauga, ON
- Full-time
Reporting to the Manager of Learning, Development & Communications, the Instructional Designer will be instrumental in developing high-quality and engaging learning content that supports…
Added 18 mins ago
CO
Manager, Transit Operations
City of Burlington
Regina, SK · Transit Operations Centre
- Full-time
The Manager will provide strategic planning and input into development of business plans and performance metrics to ensure achievement of business objectives.
Added 18 mins ago
Planning Administrative Clerk
County of Wellington
Guelph, ON
Track and direct complaints and other matters to the Forest Conservation Officers and Manager of Planning and Environment.
Added 18 mins ago
PR
Customer Service Representative
POWERGROUP Resources
Smithville
- Full-time
…Representative to join our team. Reporting directly to the Office Manager, in this customer-focused role, you'll be the first point of contact for customers, helping them find the right…
Added 18 mins ago
IMIT Business Analyst - HIM Coding Classification & Terminology Standards
Nova Scotia Health and IWK Health
All Locations, Nova
The HIM Business Analyst (BA) is responsible for the gathering, testing, implementation, maintenance, and training support for coding classification and terminology standards across NS…
Added 33 mins ago
National Accounts Manager
ASSA ABLOY
London, ON · Mississauga, ON
Dock Products Canada is seeking an experienced and results-driven National Accounts Manager to develop, manage, and grow strategic customer relationships across Canada.
Added 33 mins ago
Supply Chain Manager
ASSA ABLOY
Mississauga, ON
We are seeking an experienced Supply Chain Manager to lead purchasing, inventory management, planning, logistics, and supplier management at Wesko Locks. This role will ensure materials are…
Added 49 mins ago
Supervisor - Front of House
Recipe Unlimited
Calgary, AB
Support the General Manager, Guest Experience in developing tactics that create an engaging environment where all Q-Crew work together as a team, have fun and show genuine appreciation for…
Added 1 hour ago
OT
Director, FICC, Global Trading – Total Fund Management
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
…team’s strategy and driving the growth of our global trading…
Added 1 hour ago
UC
Guidewire Transformation Manager
Us3 Consulting
Toronto, ON
- $160,000 to $195,000 CAD / year
- Full-time
We are looking for an accomplished Guidewire Transformation Manager to play a pivotal role in delivering a major technology modernization initiative within the Canadian Property & Casualty…
Added 1 hour ago
T
Senior Manager – Analytics & Insights
Teqfocus
Markham, ON
- Full-time
Lead an analytics delivery function and build a proactive partnership with business, clinical and operations stakeholders. Translate ambiguous business questions into useful metrics,…
Added 1 hour ago
T
Program Implementation Manager
Teqfocus
Markham, ON
- Full-time
…stakeholders to move solutions from delivery into sustainable business-as-usual…
Added 1 hour ago
LT
Talent Acquisition Specialist/Sourcer
LMI Technologies
Burnaby, BC
- Full-time
Hiring Manager Partnership: Collaborate with hiring managers and technical team leads to understand role requirements, align on candidate profiles, and provide regular updates on pipeline…
Added 1 hour ago
A
Product Manager (Bangkok-based)
Agoda
Vancouver, BC
- Full-time
…from conception to launch by bringing together engineering and business worlds. Agoda Product Managers work closely with executive leadership and have high visibility among the C-suite;…
Added 1 hour ago
T
Customer Experience Associate (Future Opportunities) - Montreal-Est
TD
Saint-Léonard-d'Aston, QC
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
AC
IT Asset administrator and Process Owner
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
…visibility across IT, Finance, Procurement, Security, Legal and business teams. You'll also make sure the right processes, controls and tools are in place to support efficient day-to-day…
Added 1 hour ago
G
Electrical Manager
GagaMuller
Regina, SK
- Full-time
We are looking for an experienced Electrical Manager to join GagaMuller on a hyperscale data centre project. Acting as the owner’s representative, you will provide client-side leadership…
Added 1 hour ago
G
Mechanical Manager
GagaMuller
Regina, SK
- Full-time
We are looking for an experienced Mechanical Manager to join GagaMuller on a hyperscale data centre project. Acting as the owner’s representative, you will provide client-side leadership…

RBC

Financial Planner Relationship Manager

Stratford, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Nov 2, 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:

966 ONTARIO ST:STRATFORD

City:

Stratford

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-13

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

Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and tailored banking solutions. Cultivate strong relationships with service partners and local markets to optimize business opportunities and referrals.

Requirements

Requires a financial planning designation such as QAFP, PFP, or CFP, along with a Mutual Funds license. Candidates must have a minimum of 3 years of experience in financial planning and proven skills in client acquisition and relationship management.

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-time employee status
Unlimited earning potential
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
Business Development
Client Acquisition
Portfolio Management
Banking
Investment
Credit
Financial Acumen
Networking
Relationship Management
Personal & Commercial Banking

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