[Hiring] Financial Planner @RBC

Role Description

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.

Qualifications

• 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

Requirements

• 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

Benefits

• 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