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Financial Planner, Relationship Manager
Rbc
KINGSTON, Ontario, CanadaPosted Aug 27, 2026 · 2h ago
Full-timeMid LevelOn-siteBanking
About this role
Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and building long-term relationships. You will offer tailored solutions using RBC's investment, credit, and banking products to help clients achieve their financial goals.
What we are looking for
6- Manage and grow a portfolio of mass affluent clients
- Provide comprehensive financial planning advice
- Build long-term client relationships
- Achieve performance targets
- Financial Planning Designation (QAFP, PFP or CFP)
- Minimum 3 years' experience in financial planning