Financial Planner, Relationship Manager

Job Description What is the Opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow 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.

• Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Acquire and consolidate existing and new‑to‑RBC clients and assets
• Actively maintain and expand 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

• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning within a financial institution
• Strong investment and credit experience/knowledge
• Proven networking and client acquisition skills
• Ability to develop a strong referral network

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

Business Development, Client Centricity, Communication, Long Term Planning

Address: 2121 CARLING AVE:

OTTAWA

City:
Ottawa

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

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Expand your limits and create a new future together d out how we use our passion and drive to enhance the well‑being of our clients and communities at

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 lified applicants may be contacted to review their resume in more detail.