Financial Planner
1 week ago
Job Description As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of their financial circumstances and create long‑term relationships through superior advice, financial‑planning expertise, and ongoing services. Your energy to meet targets and passion for holistic planning will push you to deliver world‑class advice and solutions that help clients achieve their long‑term goals. With a base plus variable compensation you can create the future you want for yourself and 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 Strong financial acumen, 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 Established book of clients Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details Location: 6700 46 ST:OLDS, Olds, Canada Work hours/week: 37.5 Employment Type: Full time Pay Type: Salaried Posting date: 2026-01-06 Application deadline: 2026-01-27 At 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. We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
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Financial Planner
2 weeks ago
Olds, Canada Royal Bank of Canada Full timeJob 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...
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Financial Planner
2 weeks ago
Olds, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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...
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Financial Planner
2 weeks ago
Olds, Canada RBC Full timeJob Description 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...
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Financial Planner
2 weeks ago
Olds, Canada Royal Bank of Canada Full timeJob DescriptionWhat 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...
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Financial Planner: Grow a Portfolio
2 weeks ago
Olds, Canada RBC Full timeA leading financial institution is seeking a Financial Planner to manage a portfolio of affluent clients in Olds, Canada. This role involves providing comprehensive financial advice, building strong client relationships, and utilizing investment and banking solutions to help clients achieve their goals. Candidates should have a financial planning designation...
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Financial Planner: Grow a Portfolio
10 hours ago
Olds, Canada RBC Full timeA leading financial institution is seeking a Financial Planner to manage a portfolio of affluent clients in Olds, Canada. This role involves providing comprehensive financial advice, building strong client relationships, and utilizing investment and banking solutions to help clients achieve their goals. Candidates should have a financial planning designation...
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Olds, Canada Royal Bank of Canada Full timeA leading financial institution seeks a Financial Planner to manage a portfolio of clients in Olds, Canada. This role involves providing tailored financial advice, growing client relationships, and achieving performance targets. Candidates should have a minimum of 3 years’ experience in financial planning and relevant licenses. The position offers full...
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Olds, Canada RBC Full timeA leading financial institution in Olds, Canada is looking for a Financial Planner to manage a portfolio of affluent clients. This position involves providing comprehensive financial advice, building strong client relationships, and utilizing investment and banking solutions to help clients succeed. Candidates must have a financial planning designation and...
