Posted 8 hours ago
Financial Planner
@ Royal Bank of Canada
Toronto, ON · Calgary, AB · Edmonton, AB · Halifax, NS · Ottawa, ON +4
Overview
Royal Bank of Canada is hiring a virtual Financial Planner to deliver tailored financial planning and investment advice to emerging mass affluent clients across Canada. The role is full-time, salaried, with 37.5 hours per week, and includes flexibility to work evenings and Saturdays. The work is team-based, coordinating with OneRBC partners for credit, banking and complex investment needs.
Responsibilities:
- Provide tailored financial planning and investment advice
- Build and maintain client relationships with regular documented contact
- Connect clients with OneRBC partners for credit, banking and complex investments
- Manage portfolio performance against targets
- Generate business through warm introductions and local market cultivation
Requirements summary:
- Financial Planning designation (PFP, QAFP or CFP)
- Mutual Funds licence (IFIC or CSC)
- Licensed in all provinces outside Quebec
- 2 to 3 years of sales and advice experience in financial services
- Strong referral management and collaboration skills
- Flexibility to work evenings and Saturdays
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-10
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day, evening, weekends |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | PFP, QAFP, CFP |
| Perks mentioned | Flexible hours, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,118 |
| View page |
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 PlanningAdditional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-10Application Deadline:
2026-11-25Note: 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.
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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.
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