At a Glance
- Tasks: Provide tailored financial planning advice and manage a portfolio of clients.
- Company: Join RBC, a leading financial institution with a focus on client relationships.
- Benefits: Enjoy competitive salary, variable compensation, and professional growth opportunities.
- Other info: Dynamic role with strong networking opportunities in Calgary's vibrant market.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Must have financial planning designation and at least two years of experience.
The predicted salary is between 63000 - 77000 $ per year.
Serve Calgary clients as an RBC Financial Planner, combining holistic advice with relationship management and financial planning expertise. This is a full-time position.
You manage and grow a portfolio of mass affluent clients through comprehensive reviews of their financial circumstances.
Your advice draws on RBC investment, credit, and everyday banking solutions to help clients reach their goals.
You maintain relationships, achieve performance targets, and cultivate service partners and local markets to strengthen referrals.
The position provides salaried and variable compensation.
Key Responsibilities
- Provide tailor-made financial planning advice and solutions
- Manage and expand a portfolio of mass affluent clients
- Conduct comprehensive reviews of client financial circumstances
- Maintain relationships through value-based relationship management
- Cultivate service partner and local market relationships
Requirements
- Financial Planning Designation: PFP®, QAFPTM or CFP®
- Mutual Funds License through IFIC or CSC
- Minimum two years of financial planning experience
- Proven networking and client acquisition skills
Bring holistic financial planning, relationship management, and target-focused service to RBC clients at Calgary Main Branch.
Calgary RBC Financial Planner employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
