RBC Financial Planning - Calgary, and Alberta South

rbc; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Training program

Flexible work-life balance

Job summary

RBC is seeking a Financial Planner, Investment and Retirement Planning in Calgary to build lasting client relationships and provide holistic financial planning using RBCs investment, credit, and banking solutions. You’ll actively grow your portfolio and work with partners to deliver comprehensive client service.

The role emphasizes relationship-driven planning, performance targets, and a collaborative team environment with ongoing training and support.

Qualifications

• Adaptability and willingness to learn in a dynamic environment.
• Strong networking and client acquisition abilities.
• Proactive relationship-building with clients and partners.

Responsibilities

• Provide tailor-made financial planning advice using RBC investment and banking solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC team members to meet ongoing needs.
• Develop external business referral sources through networking and marketing.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Financial planning designation (PFP®, QAFP™ or CFP®)

Mutual funds license (IFIC or CSC)

Job description

What is the opportunity?

Join RBC's unique financial planning platform in one of two expert financial planning roles: As 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?

• 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

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

CALGARY MAIN BRANCH, 339 8 AVE SW:CALGARY City:

Calgary Country:

Canada Work hours/week: 37.5 Employment Type: Full time Platform:

PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-10-14 Application Deadline: 2027-03-30 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.