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Discharge planner • ottawa on

Last updated: 1 hour ago
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Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

0000050007 Royal Bank of CanadaOTTAWA, Ontario, Canada
Full-time
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, cre...Show moreLast updated: 9 hours ago
Financial Planner Assistant

Financial Planner Assistant

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, Ontario, Canada
Full-time
Our rapidly expanding financial planning firm is seeking a .If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth ma...Show moreLast updated: 30+ days ago
Financial Planner - Gatineau

Financial Planner - Gatineau

The Toronto-Dominion Bank (Canada)Gatineau, Québec
Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning te...Show moreLast updated: 15 days ago
Military Simulation Training Exercise Planner

Military Simulation Training Exercise Planner

ADGA Group Consultants IncOttawa, Canada
Full-time +1
ADGA is hiring a Military Simulation Training Exercise Planner.Sergeant to Captain, or in any type of military leadership role where you coordinated movements and logistics for personnel on a train...Show moreLast updated: 30+ days ago
Financial Planner I (CIRO-ID)

Financial Planner I (CIRO-ID)

CIBCOttawa, ON
Full-time
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 8 days ago
Planner

Planner

Dillon ConsultingOttawa, ON, CA
Full-time
Work with and support intermediate and senior planners in carrying out a range of land use planning and community engagement projects primarily for municipal clients across Ontario.Conduct and cont...Show moreLast updated: 12 days ago
HEALTHCARE PLANNER - INTERMEDIATE

HEALTHCARE PLANNER - INTERMEDIATE

Parkin Architects LimitedOttawa, ON, CA
Full-time
Quick Apply
Job Summary : The Intermediate Healthcare Planner will play a crucial role in developing comprehensive healthcare design strategies and translating client requirements into functional and efficient ...Show moreLast updated: 30+ days ago
Traffic Engineer / Transportation Planner

Traffic Engineer / Transportation Planner

StantecOttawa, ON
Full-time
A career in transportation is more than bridges, roads, and rail.As we plan, design, and manage projects that move people and goods from Point A to Point B, we create connections that transform our...Show moreLast updated: 30+ days ago
Financial Planning Intern

Financial Planning Intern

IG Wealth ManagementOttawa, Ontario, Canada
Part-time
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and inve...Show moreLast updated: 13 days ago
Senior Environmental Planner

Senior Environmental Planner

JacobsOttawa, Ontario, Canada
Full-time
At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement...Show moreLast updated: 30+ days ago
Financial Planner - Hull / Gatineau

Financial Planner - Hull / Gatineau

TD349 Boulevard St Joseph, Hull, Quebec
Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning te...Show moreLast updated: 8 days ago
  • New!
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

Royal Bank of Canada>OTTAWA, Canada
Full-time
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, cre...Show moreLast updated: 9 hours ago
Senior Land Use Planner

Senior Land Use Planner

McIntosh PerryOttawa, Ontario, CA
Full-time
Are you ambitious and looking to make the right move in your career? Now is the perfect time to join Egis.Egis is experiencing substantial growth in North America, highlighted by our recent acquisi...Show moreLast updated: 30+ days ago
ScotiaMcLeod Senior Financial Planner - Ottawa

ScotiaMcLeod Senior Financial Planner - Ottawa

ScotiabankOttawa, ON, CA
Full-time
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride...Show moreLast updated: 8 days ago
Mobility Planner

Mobility Planner

Parsons CorporationOttawa,ON,CA
Full-time
Ready to put your expertise to work on marquee transportation projects that will move the needle towards transportation systems that are sustainable, efficient, equitable, and inclusive? Parsons is...Show moreLast updated: 30+ days ago
Senior Environmental Planner - Ontario

Senior Environmental Planner - Ontario

AtkinsRéalisOttawa, ON, CA
Full-time
Senior Environmental Planner – Ontario.Come join us in reshaping the future with AtkinsRéalis.AtkinsRéalis is dedicated in engineering a better future for our planet and its people.Our highly respe...Show moreLast updated: 30+ days ago
Lead Servicing Financial Planner

Lead Servicing Financial Planner

Grandmaster Financial Planning / DFSIN OttawaOttawa, Ontario, Canada
Full-time
Lead Servicing Financial Planner – Private Wealth .Competitive Base Salary + Performance Bonus + Equity Participation .Grandmaster Financial Planning. Ottawa-based independent Private Weal...Show moreLast updated: 23 days ago
Business Unit Planner- Ottawa

Business Unit Planner- Ottawa

CGIOttawa, Canada
Full-time
We’re seeking a proactive Business Unit (BU) Planner to support strategic planning, execution, and performance management across one or more Business Units in Canada. Working closely with BU Leaders...Show moreLast updated: 19 days ago
  • New!
Planner III - Affordable Housing

Planner III - Affordable Housing

City of OttawaOttawa, ON
Full-time +1
Department : Strategic Initiatives Dept.Service : Housing Solutions, Real Estate & Inv Svc.Branch : Affordable Housing Development Branch . Employment Type : 2 Full-time Temporary - Up to 2 years .Salar...Show moreLast updated: 1 hour ago
People also ask
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

0000050007 Royal Bank of CanadaOTTAWA, Ontario, Canada
9 hours ago
Job type
  • Full-time
Job description

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. 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
  • 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

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 within a financial institution
  • Strong investment and credit experience / knowledge
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • 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 :

    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 : 2026-02-18

    Application Deadline :

    2026-02-25 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At 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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    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.