Join RBC as a Relationship Manager and transform client financial futures through expert planning and investment solutions. Your role focuses on building solid client relationships and achieving performance metrics.

In this position, you will provide tailored financial planning advice to clients, while leveraging your financial planning designation. With a minimum of three years’ experience in the financial sector, you will consolidate client assets and enhance your network through value-based relationships. Drive your portfolio growth with a focus on performance.

Key Responsibilities:
• Deliver customized financial advice to clients
• Acquire and maintain a diverse client portfolio




• Develop and strengthen service partner relationships
• Optimize business opportunities through referrals
• Meet and exceed performance targets regularly

Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• At least three years’ experience in the field
• Strong investment and credit knowledge
• Excellent networking and relationship management skills

Maximize your potential and redefine financial success as part of RBC's dedicated team.
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📌 Relationship Manager - Financial Planning (Ontario)
🏢 Jobtailor
📍 Ontario