Talent.com
0000050007 Royal Bank of Canada
Financial Planner0000050007 Royal Bank of Canada • Toronto, Ontario
Financial Planner

Financial Planner

0000050007 Royal Bank of Canada • Toronto, Ontario
11 days ago
Job type
  • Full-time
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.The successful incumbent must have the ability to work in either in White Rock or Surrey.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 (PFP®, QAFP™ 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 SkillsAdditional Job Details

Address:

9490 120 ST:SURREY

City:

Surrey

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-13

Application Deadline:

2026-05-29Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.
Create a job alert for this search

Financial Planner • Toronto, Ontario

Similar jobs

Financial Planner - Wealth Management

BDO Canada LLPToronto, ON, CA
Full-time

Financial Planner - Wealth Management page is loaded## Financial Planner - Wealth Managementlocations: London: Kitchener-Waterloo - Caroline St: Windsor - Rhodes St: Toronto - Bay St: Oak... Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Scarborough

ScotiabankToronto, Ontario, Canada
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina... Show more

 • Promoted

Junior Financial Planner (Planning Focused)

RFL Wealth ManagementToronto, Ontario, Canada
Full-time

Director of Financial Planning.RFL Wealth is Canada’s leading financial planning firm for medical professionals.We’re hiring a detail‑oriented, analytical Financial Planner to support our client‑fa... Show more

 • Promoted

Financial Consultant

Vaco by HighspringRichmond Hill, ON, CA
Temporary

Our client is sourcing a Financial Consultant for a 4-month contract.Lead and coordinate enterprise system implementation projects from initiation through post-go-live support.Develop and manage pr... Show more

 • Promoted

Financial Planner

Raymond James FinancialToronto
Full-time

Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the role i... Show more

 • Promoted

Remote Financial Planner for Growth-Oriented Business Owners

IRONSHIELD Financial Planning Inc.Toronto, ON, CA
Remote
Full-time

A leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client sa... Show more

 • Promoted

Client-Focused Financial Planner

TDToronto, ON, CA
Full-time

Deliver exceptional financial planning as a Financial Planner, managing affluent client portfolios while providing tailored advice.Utilize data-driven insights to ensure effective strategy implemen... Show more

 • Promoted

Mass Affluent Client Financial Planner

RBCRichmond Hill, York Region, CA
Full-time

Join RBC as a Financial Planner focusing on mass-affluent clients in Richmond Hill, Canada.Use your financial acumen to deliver tailored planning and relationship management.This full-time position... Show more

 • Promoted

Private Client Adviser /Securities Specialist / Financial Planner

TalentSphere Staffing SolutionsToronto, ON, CA
Full-time

Private Client Adviser / Securities Specialist / Financial Planner.Position: Private Client Adviser / Securities Specialist / Financial Planner.Location: Saskatchewan - REMOTE.Salary: $180,000 - $2... Show more

 • Promoted

Financial Planner - Wealth Management

BDO CanadaToronto, Canada
Full-time

Putting people first, every dayBDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping clients... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaToronto, ON, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Financial Planner

TD BankRichmond Hill, York Region, CA
Full-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Dynamic Financial Planner Committed to Client Empowerment

TDMarkham
Full-time

Join the financial planning arena where your commitment to client empowerment leads to lasting success.Engage with a rewarding commission model while driving meaningful client relationships.As a pr... Show more

 • Promoted

Remote Senior Financial Planner for HNW Families

OPAL Corporate ConnectionsToronto, ON, CA
Remote
Full-time

A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer.This role involves... Show more

 • Promoted

Financial Planner

Raymond James Ltd.Toronto, ON, CA
Full-time +1

Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the role i... Show more

 • Promoted

Financial Planner

TDToronto, ON, CA
Full-time

CAD (commission‑based earnings, guaranteed base for the first four years).Financial Planner – responsible for building and managing a portfolio of mass‑affluent clients, providing holistic financia... Show more

 • Promoted

Financial Planner — Flexible, Client-Centric Wealth Strategy

Raymond James Ltd.Toronto, Ontario, Canada
Full-time

A leading investment dealer in Canada is seeking a Financial Planner in Toronto to provide high-quality financial planning services.The role involves preparing financial plans, collaborating with v... Show more

 • Promoted

Bilingual Financial Planner

Opal Corporate ConnectionsToronto, ON, CA
Full-time

Opal is currently partnering with a top employer to find a.Financial Planner (CFP, French/English).This role is designed for an experienced advisor who wants to focus on managing and growing client... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity InternationalToronto, ON, CA
Full-time

Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention* Proactively contact existing clients to educate them about products and services to ... Show more

 • Promoted

Financial Planner, Private Wealth

Collins Recruitment GroupToronto
Full-time

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks….Our client, a premier Canadian Investment Mana... Show more