Job Description RBC FINANCIAL PLANNING - ELEVATE YOUR CAREER Join Canada's Largest Network of Accredited Financial Planners Are you a CFP®, PFP®, or QAFP® professional looking for your next opportunity? Experience an exc…
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The Mel Jr. & Marty Zajac Foundation
Senior Manager, Major Gifts
Vancouver, British Columbia, Canada · On-site
Senior
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
professional certificate
Posted 2d ago
Apply by Oct 21
~40 hrs/week
Responsibilities
The role involves designing tailor-made financial plans for clients to help them achieve their goals. Additionally, it focuses on proactively acquiring and onboarding new clients to drive business growth.
Requirements
Candidates must hold a CFP, PFP, or QAFP designation or be actively working towards completion. Current IFIC or CSC credentials are also required for this position.
Full job description
Job Description
RBC FINANCIAL PLANNING - ELEVATE YOUR CAREER
Join Canada's Largest Network of Accredited Financial Planners
Are you a CFP®, PFP®, or QAFP® professional looking for your next opportunity? Experience an exclusive networking evening hosted by RBC - connect with senior leaders and learn why top financial planners are choosing RBC.
What You'll Discover:
RBC Financial Planning – One platform, two roles:
Relationship Financial Planner – Design tailor-made financial plans for your clients to help them reach their goals
Acquisition Financial Planner – Proactively acquire and onboard new clients to drive business growth
How RBC Financial Planners leverage cutting-edge technology to deepen client relationships
Competitive advantages of joining Canada's largest accredited planning team
Direct access to senior leadership
Event Details:
Date: Thursday, October 22, 2026
Time: 5:30 PM
Location: Vancouver, BC
Who Should Apply: Experienced financial professionals with CFP®, PFP®, or QAFP® designation (or actively working towards completion) and current IFIC or CSC credentials
Seating is limited, therefore only qualified registrants will receive confirmation of the event details via email for this invitation-only event.
Job Skills
Adaptability, Business Development, Client Centricity, Curious Mindset
Additional Job Details
Address:
City:
Country:
Work hours/week:
0
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Commission
Posted Date:
2026-09-10
Application Deadline:
2026-10-21
Note: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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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.
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.
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