Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Rbc Financial Planning - Bc East

RBC

What is the opportunity?Join RBC's unique financial planning platform in one of two expert financial planning roles:
Job DescriptionAs an RBC
Financial Planner,
Investment and Retirement Planning, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
Commission + Variable Incentive.
As an RBC
Financial Planner,
you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
Salaried + Variable Compensation.
What will you do?Financial Planner, Investment and Retirement Planning
Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best‑in‑class proprietary and select third‑party mutual fund solutions
Acquire and consolidate existing and new‑to‑RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner
Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Actively maintain and expand your portfolio of clients using value‑based relationship management practices, achieving performance targets
Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?Must-have
Financial Planning Designation (PFP®, QAFP™ or CFP®)
Mutual Funds License (IFIC or CSC)
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
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 SkillsBusiness Development, Client Centricity, Communication, Long Term Planning
Additional Job DetailsAddress:
City:
Country:
Work hours/week: 0
Employment Type: Full time
Platform: HUMAN RESOURCES & BMCC
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-10-14
Application Deadline: 2027-03-31
NoteApplications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment OpportunitiesAt 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.
Join our Talent CommunityStay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.Rbc.Com
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Rbc Financial Planning - Bc East in Winnipeg, MB vacancy
  •  ...is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time permanent...  ...insurance from the first day of work Defined-contribution pension plan with generous employer participation from the first day of... 
    Suggested
    Permanent employment
    Full time
    Work at office
    Remote work

    Domtar

    Winnipeg, MB
    4 days ago
  • Servez une clientèle francophone et anglophone comme planificateur financier bilingue chez RBC à Rouyn-Noranda ou Val-d’Or. Mettez votre expertise au service d’objectifs financiers à long terme et de relations de confiance.RBC offre des occasions actuelles et futures pour un... 
    Suggested

    RBC

    Winnipeg, MB
    2 hours ago
  •  ...dedicated relationship management, in-depth financial advice and exceptional client service. As...  ...a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You...  ...) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant... 
    Suggested
    Bank staff
    Local area
    Flexible hours
    Afternoon shift

    CIBC

    Winnipeg, MB
    4 days ago
  • RBC seeks a Financial Planner in Rouyn-Noranda to deliver holistic financial planning and tailored advice. Serve English- and French-speaking clients regularly.Manage and grow a portfolio of mass affluent clients through comprehensive reviews and ongoing services. Build long... 
    Suggested
    Long term contract
    Local area

    rbc

    Winnipeg, MB
    2 hours ago
  • Elevate your career as an RBC Financial Planner focused on Investment and Retirement Planning. Deliver tailored financial solutions and grow your existing client portfolio for lasting success. In this specialized position, you'll manage a diverse portfolio of affluent clients... 
    Suggested
    Long term contract

    RBC

    Winnipeg, MB
    2 hours ago
  • What is the opportunity?As Manager of Financial Planning Team, you will lead and scale a new, evolving...  ...Team as a scalable capability across RBC. Key Tasks/Responsibilities Team Development...  ...goals (leads conversion, financial plan delivery, portfolio growth, relationship... 
    Full time
    Remote work
    Work from home
    Flexible hours
    Afternoon shift

    RBC

    Winnipeg, MB
    2 hours ago
  • Lead RBC's evolving financial planning model remotely while coaching teams and strengthening advice delivery for emerging mass affluent clients. Shape...  ...Financial Planning Team membersSet expectations for leads, plans, portfolios, and relationshipsConduct performance reviews,... 
    Remote work
    Afternoon shift

    RBC

    Winnipeg, MB
    2 hours ago
  • Job title: Director, Financial Planning and AnalysisReporting to: Chief Financial OfficerYears of experience...  ...budget, rolling forecast, multi-year plan, and in-year reforecasting cycles across...  ...BuildingLead, coach, and develop the East Africa FP&A team, setting clear accountability... 
    Work at office
    Remote work
    3 days per week

    Raising The Village

    Winnipeg, MB
    2 hours ago
  • $121k - $148k per year

     ...plant in mind. At our labs in Richmond, BC, we’re operating Lawson Machine 26 (LM26)...  ...Manager, FP&A to help strengthen and scale our financial planning, reporting, and analysis capabilities....  ...business, project, and commercial plans. Develop headcount and project‑level resource... 
    Internship

    General Fusion Inc

    Winnipeg, MB
    2 hours ago
  • $130k - $160k per year

    Manager of Financial Planning & AnalysisArgo Blockchain PLC (“Argo”) is a dual-listed, publicly traded...  ...Summary(REMOTE ROLE - Must be located in BC, AB, ON, or QC) At Argo, meticulous...  ...quarterly forecasts, and long‑term strategic plans Partner with Department Leaders and... 
    Long term contract
    Permanent employment
    Full time
    Contract work
    Immediate start
    Remote work
    Home office
    Visa sponsorship
    Monday to friday
    Flexible hours
    Shift work

    Argo Blockchain PLC

    Winnipeg, MB
    2 hours ago
  • $89.2k - $111.5k per year

     ...Assistance Program•Eligibility to participate in the OMERS pension plan•Paid time off, including vacation and incidental days (for...  ...positions)Position SummaryUnder the supervision of the Supervisor, Financial Reporting, the Financial Planning Analyst is responsible for providing... 
    Contract work
    Flexible hours

    Town of Milton

    Winnipeg, MB
    2 hours ago
  • Lead financial modeling and forecasting at General Fusion’s Richmond, BC labs as Manager, Financial Planning and Analysis. Build scalable public-company reporting processes.As General Fusion’s strategic, hands-on Manager, Financial Planning and Analysis, you will lead reporting... 

    General Fusion Inc

    Winnipeg, MB
    2 hours ago
  • Shape business planning, rolling forecasts, and financial controls while supporting manufacturing operations across Mississauga and Woodstock.The Controller delivers financial analysis and reporting for the Mississauga head office and Woodstock Assembly Plant. Responsibilities... 
    Work at office

    Summit Search Group

    Winnipeg, MB
    2 hours ago
  •  ...sourced leads, provide dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial...  ...taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors... 
    Bank staff
    Local area
    Flexible hours
    Afternoon shift

    Canadian Imperial Bank of Commerce (Canada)

    Winnipeg, MB
    2 hours ago
  • Partner with families on sophisticated financial decisions through RBC Dominion Securities, combining planning expertise with relationship development.The Family Enterprise Advisory team needs a Senior Financial Planner focused on Ultra-High-Net-Worth and High Net Worth clients... 

    rbc

    Winnipeg, MB
    2 hours ago
  •  ...be doing You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive...  ...Prepare and present holistic financial plans using CIBC financial planning tools...  ...) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant... 
    Remote work

    CIBC

    Winnipeg, MB
    2 hours ago
  • $135k - $200k per year

     ...CG) is a leading independent full-service financial services firm, with operations in two...  ...currently looking for an Associate, Financial Planning to join the MacInnes Group in our...  ...deliver customized, comprehensive wealth plans that integrate financial, investment, retirement... 
    Long term contract
    Permanent employment
    Work at office

    Canaccord Genuity Group Inc.

    Winnipeg, MB
    2 hours ago
  • Lead financial planning and forecasting at Corpay while developing advanced models for scenario planning, sensitivity analysis, and long-range outlooks.This Manager, Banking and Network Risk opportunity sits within Finance, Financial Planning and Analysis, at the P4 level in... 

    Corpay Cross Border

    Winnipeg, MB
    2 hours ago
  • Shape regional financial planning through budgeting, forecasting, and business case analysis. This controller partners with senior leaders supporting Food Service and Retail operations.The role develops the financial story from assumptions, reporting metrics, and operational... 

    Compass Group

    Winnipeg, MB
    2 hours ago
  • Advanced Power BI and investment analytics define this Financial Planning and Analysis Manager role. Apply finance expertise to quarterly projections...  ...role supports peer benchmarking, cost allocations, Operating Plan commentary, and quarterly updates. It also enhances reporting,... 

    HOOPP

    Winnipeg, MB
    2 hours ago
  • $122.95k - $146.39k per year

    City of Sault Ste. MarieLead Financial Excellence. Strengthen Community Outcomes. Job Title: Manager of Financial Planning & Budgeting Job Type: Permanent Full Time Salary Range...  ..., including the City’s Long-term Financial Plan, multi-year budget progress, and cashflow... 
    Long term contract
    Permanent employment
    Full time

    WelcometoSSM

    Winnipeg, MB
    2 hours ago
  • Lead financial planning and analysis at Lumentum Canada, partnering with executive leaders on budgeting, forecasting, and strategic decisions.The FP&A Manager supports the CEO, CFO, CAO, SVP of Legal, and Facilities Director. This manager leads annual budgeting, long-range planning... 

    Lumentum International (Thailand)

    Winnipeg, MB
    2 hours ago
  •  ...solutions to our clients, this opportunity just may be for you!Job Description This position performs complex financial procedures, prepares financial plans, and reports on a periodic or ad hoc basis. This requires an understanding of the business environment and the operations... 
    For contractors
    Work at office
    Local area
    Flexible hours

    Fluor Corp

    Winnipeg, MB
    2 hours ago
  •  ...engineering team. The Director of Engineering is responsible for the financial management of the property operation and maintenance expenses...  ...services.Participate in the formulation of strategic business plans for the hotel.Formulate and implement strategic development for... 
    For contractors
    Work at office
    Local area

    Opensity Solutions

    Winnipeg, MB
    2 hours ago
  • Turn financial analysis into practical decisions at Westland as a Financial Planning & Analysis Business Partner supporting business leaders.This Financial Planning & Analysis...  ...business areas. You will connect operational plans with financial performance through budgeting, forecasting... 

    Westland Insurance Group Ltd.

    Winnipeg, MB
    2 hours ago
  • $110k - $140k per year

     ...annual budgeting process, quarterly reforecasts, and long-range financial planning activities, delivering actionable insights to support business...  ...vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description... 
    Work at office
    Local area

    Vaco

    Winnipeg, MB
    2 hours ago
  • Lead finance education at Redeemer University through financial planning expertise and biblical integration in this full-time tenure-track appointment. The position starts July 2027.The inaugural Van Belle Chair provides academic and professional leadership within the School... 
    Full time

    Redeemer

    Winnipeg, MB
    2 hours ago
  • Lead corporate financial planning and analysis at Brookfield Renewable, using IFRS, Excel, and management reporting skills. This is an on-site role four days weekly.Reporting to the Senior Manager, Financial Planning and Analysis, you will oversee corporate planning and analysis... 

    Brookfield Asset Management Inc

    Winnipeg, MB
    2 hours ago
  •  ...distribution in Canada. The PositionThe successful candidate will play a lead role in developing the Company's financial forecast, annual budgeting process, operating plan variance analysis, and special projects. This role will liaise with senior management to prepare the... 
    Long term contract
    Internship
    Work at office
    Flexible hours

    Diploma Healthcare Group

    Winnipeg, MB
    2 hours ago
  • Elevate your career with Fluor as a Financial Planning Manager, where you'll drive financial analysis and improve reporting processes. Your expertise...  ...will perform complex financial procedures, prepare financial plans, and report on various metrics. With six years of related... 

    Fluor Corporation

    Winnipeg, MB
    2 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Rbc Financial Planning - Bc East. Be the first to apply!