Shape investment and retirement plans at RBC across Edmonton and northern Alberta, using financial planning expertise and client acquisition skills.
As an RBC Financial Planner, you manage client relationships, provide holistic advice, and develop tailored investment, credit, and everyday banking solutions. The opportunity includes current and upcoming roles across Edmonton and northern Alberta. Financial Planning Designation and Mutual Funds License holders can help clients achieve long-term goals through comprehensive planning and ongoing service.
Key Responsibilities:
- Provide tailor-made financial planning advice and solutions
- Manage and expand portfolios of mass affluent clients
- Acquire and consolidate new and existing client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing
Requirements:
- Financial Planning Designation: PFP®, QAFPTM or CFP®
- Mutual Funds License: IFIC or CSC
- Minimum two years' financial planning experience
- Proven networking and client acquisition skills
- Communication and long-term planning skills
Bring financial planning, networking, and relationship management expertise to RBC clients across Edmonton and northern Alberta.
RBC Financial Planner Edmonton 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.
