Financial Planner

Royal Bank of Canada; City of Cold Lake; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits

World-class training

Flexible work-life balance

Job summary

Royal Bank of Canada is seeking an RBC Financial Planner in Canada to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews and create long-term relationships through holistic financial planning, leveraging a wide range of investment, credit, and banking solutions.

The role offers base salary with variable compensation and opportunities for career growth. Candidates should have a financial planning designation (QAFP, PFP or CFP), a mutual funds

Qualifications

• Must-have: Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years' experience in financial planning
• Strong networking and client relationship skills

Responsibilities

• Provide tailored financial planning advice using RBC's investment, credit, and banking solutions
• Grow and maintain a portfolio of mass affluent clients to meet performance targets
• Cultivate relationships with service partners and local markets to drive opportunities and referrals

Skills

Financial Planning

Client Acquisition

Relationship Management

Communication

Job description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage 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.

What will you do?

• Provide tailor-made financial planning advice and help clients reach their goals using our unparalleled array of investment, credit, and everyday banking solutions
• Actively grow, expand and maintain 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 (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years' experience in financial planning
• A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
• Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

Nice to Have

• Ability to be mobile throughout the market

What's in it for you?

• Full-time RBC employee status with unlimited earning potential and full benefits
• A world-class training program in financial services
• Flexible work/life balance options

Job Skills

• Business Development
• Client Centricity
• Communication
• Long Term Planning

Additional Job Details

• Address: 6801 51 ST
• City: Cold Lake
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONA & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-11-05
• Application Deadline: 2026-11-20 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.