Financial Planner

🔥 1 minute ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 30 days.
• No salary listed.

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RBC

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank and one of the largest in the world by market capitalization, RBC provides a diversified business model focusing on innovation and exceptional client experiences. With over 94,000 employees, RBC helps more than 17 million clients in Canada, the U. S. , and 27 other countries in various areas including finance, banking, investing, insurance, financial planning, wealth management, and capital markets.

📋 Description

• Provide coordinated financial planning advice using RBC investment and portfolio solutions • Establish and maintain relationship strategies with regular, documented client contact • Deliver tailored advice based on clients’ financial circumstances • Coordinate with OneRBC partners for credit, banking, and complex investment needs • Manage portfolio performance against targets while maintaining relationship quality metrics • Use video, screen sharing, and advisor/client dashboards to enhance client experience and efficiency • Generate business opportunities through warm introductions to RBC partners and local market cultivation • Contribute feedback, share learnings, and refine processes as the Team FP model evolves • Nurture and grow emerging mass affluent client relationships through holistic financial planning and ongoing support

🎯 Requirements

• 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 • Strong team collaboration and referral management skills • Exceptional interpersonal skills; ability to build trust and nurture relationships • Remote Office Employee capability, including home office setup, time management, and confidentiality compliance • Flexibility to work evenings and Saturdays • Digital literacy across devices

🏖️ Benefits

• Full-time RBC employee status with unlimited earning potential and full benefits • World-class training program in financial services • Flexible work/life balance options • Virtual/remote office work arrangement

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