Financial Planner

Job summary

Provide coordinated financial planning and investment advice to mass affluent clients while leveraging the OneRBC ecosystem. Manage client relationships through proactive contact and coordinate with specialized partners for credit, banking, and complex investment solutions.

Job details

Job Description What is the opportunity? This opportunity is a virtual Financial Planner role. As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining a team still defining its playbook—success here requires adaptability, curiosity, and a genuine growth mindset. You will nurture and grow relationships by providing tailored financial planning, investment advice, and ongoing support. Unlike traditional Financial Planners, your focus is team-based delivery—you act as the primary advisor alongside teammates, leveraging RBC's OneRBC ecosystem to connect clients with specialized partners for credit, banking, and more complex investment solutions. You'll deliver holistic financial planning while coordinating care through our integrated partner network. Your energy, collaboration, and commitment to continuous learning will be critical as we develop this role together and help clients achieve long-term financial goals. What will you do? Key Tasks/Responsibilities Provide coordinated financial planning advice using RBC investment and portfolio solutions, beginning with leads generated through RBC leads programs Establish and maintain relationship strategy, ensuring regular, documented client contact that reflects value-based relationship management Deliver tailored advice that prioritizes client interests and addresses individual financial circumstances Lead multi-partner coordination: identify client needs and proactively connect them with appropriate OneRBC partners (credit, banking, complex investments) rather than delivering all solutions independently Manage portfolio performance against targets while maintaining relationship quality metrics Leverage technology (video, screen sharing, advisor/client dashboards) to enhance client experience and operational efficiency Generate business opportunities through warm introductions to RBC partners and local market cultivation Contribute to team development by providing feedback, sharing learnings, and helping refine processes as the Team FP model evolves What do you need to succeed? Financial Planning Designation (PFP, QAFP, or CFP) Mutual Funds License (IFIC or CSC) Licensed to serve clients in all provinces outside Quebec 2–3 years of proven sales and advice experience in financial services (particularly investments) Strong adaptability and growth mindset: comfort with evolving role expectations, iterative processes, and continuous learning in a pilot team environment Strong team collaboration and referral management skills Exceptional interpersonal skills; ability to build trust and nurture relationships Remote Office Employee capability (home office setup, time management, confidentiality compliance) Flexibility to work evenings and Saturdays Digital literacy across devices 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: ROYAL BANK PLAZA, 200 BAY ST:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-11-10 Application Deadline: 2026-11-25 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. 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.

What you’ll do

Provide coordinated financial planning and investment advice to mass affluent clients while leveraging the OneRBC ecosystem. Manage client relationships through proactive contact and coordinate with specialized partners for credit, banking, and complex investment solutions.

Requirements

Requires a Financial Planning designation (PFP, QAFP, or CFP) and a Mutual Funds license. Candidates must have 2-3 years of proven sales and advice experience in financial services.

Benefits

• Full-time employee status
• Unlimited earning potential
• Full benefits
• World-class training program
• Flexible work/life balance options

Listed skills

• Financial planning · Preferred
• Sales · Preferred
• Business development · Preferred
• Communication · Preferred
• Team Collaboration · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Investment advice
• Relationship management
• Sales
• Business development
• Client centricity
• Communication
• Referral management
• Team collaboration
• Digital literacy
• Portfolio management
• Time management
• Dashboard
• Planning
• Management
• Coordinating
• Curiosity
• Innovation
• Investments
• Financial Services
• Adaptability
• Continuous Development
• Interpersonal Communications
• Time Management
• Business Development
• Teamwork
• Team Building
• Operational Efficiency
• Growth Mindedness
• Confidentiality
• Relationship Management
• Financial Planning
• Workplace Inclusivity
• Commercial Banking
• Screen Sharing
• Certified Financial Planner
• Digital Literacy
• Building Trust

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Financial Planner
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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