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Added 11 mins ago
T
Customer Experience Associate (Future Opportunities) - Montreal-Est
TD
Saint-Léonard-d'Aston, QC
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 11 mins ago
AC
UWB/CSS Ranging & Positioning Engineer
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
Notre client développe des systèmes d’évitement des collisions pour les véhicules miniers souterrains et les piétons.
Added 11 mins ago
AC
IT Asset administrator and Process Owner
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
Excellentes compétences en communication et en service client.
Added 11 mins ago
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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 11 mins 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…
Added 41 mins ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
…of a large organisation, and working closely with the Branch Manager to achieve…
Added 41 mins ago
T
Canadian Commercial Banking Associate
TD
St. Catharines, ON
- Full-time
…future. Our quest is to deliver a first-class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 55 mins ago
IR
Home Care Scheduling Clerk
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Home Care Scheduling Clerk works under the supervision of the Clinical Team Manager – Home Care performing various office functions including coordinating and maintaining scheduling for…
Added 55 mins ago
IR
Home Care Resource Coordinator
Interlake-Eastern Regional Health Authority
Lac du Bonnet, MB
- Full-time
Position Summary: The Home Care Resource Coordinator works under the supervision of the Manager Health Services – Home Care and is responsible for the recruitment, orientation, payroll,…
Added 55 mins ago
IR
Manager Health Services, OR/Endo/Ortho
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 1 hour ago
M
Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
McElhanney is seeking a Survey Project Manager to join our Edmonton team, leading survey projects supporting industrial facilities, energy infrastructure, and construction. From facility…
Added 1 hour ago
GO
Senior Energy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
Experience providing client service and/or program delivery to the public, businesses, First Nations, municipal governments or non-profit organizations.
Added 1 hour ago
NB
Residential Mortgage Specialist
National Bank of Canada
Regina, SK
- Full-time
Development Manager, you support clients through one of the most important
Added 1 hour ago
BT
Senior Manager
Baker Tilly Canada
Walkerton, ON
- Full-time
We are looking for a Senior Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate…
Added 1 hour ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
We are seeking a Senior Manager or Director, Indirect Tax to join our growing Tax practice in Toronto or Vancouver. This is a leadership role focused on indirect tax advisory, compliance,…
Added 1 hour ago
NB
Mortgage Developement Manager
National Bank of Canada
Quebec, QC
- Full-time
Development Manager, you support clients through one of the most important
Added 2 hours ago
NR
Children’s Services Program Supervisor
Niagara Region
ON · Niagara, ON
- Contract
Reporting to the Manager Children’s Operations, the Children’s Services Program Supervisor is responsible for the delivery and administration of the Niagara Region’s Licensed Home Child…
Added 2 hours ago
M
Project Manager
Maarut
Montréal-Est, QC · Montreal East, Quebec
- Contract
The client is looking for two project managers for the
Added 2 hours ago
RB
Financial Planner Relationship Manager
Royal Bank of Canada
Stratford, ON
- Full-time
A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
Added 2 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
Added 3 hours ago
HH
Upper River Valley Medical Laboratory Assistant/Phlebotomist (3041) PCN 9150219
Horizon Health Network
Perth, NB
- Temporary
…shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the personnel file for Horizon’s hiring…
Added 4 hours ago
T
Business Development Manager
Tru
Toronto, ON
- Full-time
Tru Inc. is seeking a Business Development Manager. We have one (1) permanent position available for an immediate start. This position reports to the Chief Revenue Officer.
Added 4 hours ago
RS
fast food restaurant manager
Red Swan Pizza
Edmonton, AB
- Full-time
Added 4 hours ago
S
restaurant assistant manager
Stacked
Port Hope, ON
- Full-time
Added 4 hours ago
S
restaurant assistant manager
Stacked
Goderich, ON
- Full-time

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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