Mass Affluent Financial Planner | Growth & Planning

RBC; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

RBC Financial Planner position in Calgary involves growing and managing a mass affluent portfolio with ongoing reviews and holistic planning. You will deliver world‑class advice using a broad suite of investment, credit and everyday banking solutions.

Focus is on expanding your client base through relationship management, hitting performance targets and collaborating with local partners to maximize opportunities.

Qualifications

• Must-have: Financial Planning Designation (QAFP, PFP or CFP).
• Mutual Funds License (IFIC or CSC) required.
• Minimum 3 years’ experience in financial planning; strong client-networking skills.

Responsibilities

• Provide tailor-made financial planning advice using investment, credit, and everyday banking solutions.
• Grow and maintain your portfolio through value-based relationship management and meet targets.
• Cultivate relationships with service partners and local markets to optimize opportunities.

Skills

Networking

Relationship management

Client acquisition

Partnerships

Financial acumen

Education

Financial Planning Designation (QAFP, PFP or CFP)

Tools

Mutual Funds License (IFIC or CSC)

Job description

RBC Financial Planner position in Calgary involves growing and managing a mass affluent portfolio with ongoing reviews and holistic planning. You will deliver world‑class advice using a broad suite of investment, credit and everyday banking solutions.

Focus is on expanding your client base through relationship management, hitting performance targets and collaborating with local partners to maximize opportunities.