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Added 11 mins 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 11 mins ago
T
Senior Manager – Analytics & Insights
Teqfocus
Markham, ON
- Full-time
As a Salesforce Summit Partner, we work in Healthcare, Life Sciences, Financial Services, Insurance, and Hi-Tech - industries where getting AI right matters and the tolerance for failure is…
Added 11 mins ago
T
Program Implementation Manager
Teqfocus
Markham, ON
- Full-time
As a Salesforce Summit Partner, we work in Healthcare, Life Sciences, Financial Services, Insurance, and Hi-Tech - industries where getting AI right matters and the tolerance for failure is…
Added 41 mins ago
T
Customer Experience Associate (Future Opportunities) - Montreal-Est
TD
Saint-Léonard-d'Aston, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 41 mins ago
AC
IT Asset administrator and Process Owner
Amaris Consulting | Part of Mantu
Montreal, QC
- Full-time
Piloter et améliorer en continu le processus global de gestion des actifs IT, de l’acquisition à la mise au rebut du matériel, des logiciels et des services cloud.
Added 1 hour ago
T
Canadian Commercial Banking Associate
TD
St. Catharines, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 1 hour 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
CC
Leadership Development Program (Canada)
Chick-fil-A Corporate Support Center
Mississauga, ON
- Full-time
…reimbursement for moving expenses, housing and rental car, financial wellness support, access to the Chick-fil-A Wellness Center, a company Wellness program, a company Employee Assistance…
Added 1 hour ago
PA
Network and Systems Specialist
Prodomax Automation Ltd.
Barrie, ON
- Full-time
This position will report to the (Information Technology) IT Manager, North America and dotted line to the Chief Financial Officer.
Added 1 hour ago
M
Survey Project Manager
McElhanney
AB · Edmonton, AB
- Full-time
…mapping, planning, landscape architecture, and environmental services. As a 100% employee-owned and operated firm, with over 1,500 staff members in 31 locations, we are proud to offer…
Added 1 hour ago
A
IT Infrastructure Project Manager
Alithya
QC · QC, Canada
- Full-time
…l’évolution des environnements tout en protégeant la continuité des…
Added 2 hours ago
NB
Residential Mortgage Specialist
National Bank of Canada
Regina, SK
- Full-time
experience in business development, ideally within the financial services
Added 2 hours 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 2 hours ago
NB
Mortgage Developement Manager
National Bank of Canada
Quebec, QC
- Full-time
experience in business development, ideally within the financial services
Added 2 hours ago
TS
Health Care Aide
The Salvation Army in Canada
AB · Edmonton, AB
- Part-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…
Added 3 hours ago
RB
Financial Planner Relationship Manager
Royal Bank of Canada
Stratford, ON
- Full-time
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…
Added 3 hours ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 5 hours ago
RS
fast food restaurant manager
Red Swan Pizza
Edmonton, AB
- Full-time
Added 5 hours ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 5 hours ago
T
Regional Event Planner
TD
Vancouver, BC
- Full-time
Minimum 3 years of professional event planning experience, ideally in a corporate or financial services environment.
Added 6 hours ago
TS
Health Care Aide
The Salvation Army Canada and Bermuda Territory
Edmonton, AB
- Part-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…
Added 6 hours ago
Geologist
Government of Alberta
AB
The Professional and Program Services (PPS) Branch provides scientific and technical services to Alberta Energy (and other Departments at times) to facilitate the development of policy and…
Added 6 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 6 hours ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC
- Full-time
Ce poste s'inscrit dans le cadre des services d'accompagnement des patients et des professionnels de santé ainsi que des services de commercialisation pharmaceutique proposés par Cencora au…
Added 6 hours ago
OC
Senior Operations Manager
Ontario Clean Water Agency
OCWA - KT West Cluster Office
- Full-time
…provision of safe, client oriented, and valuable water management services in the province of…

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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