Wealth Planner for Affluent Clients | Training Included

13 hours ago


Olds, Canada RBC Full time

A 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 at least 3 years in the field. The role offers full‑time status with benefits and a training program in financial services.
#J-18808-Ljbffr



  • Olds, Canada RBC Full time

    A 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...

  • Financial Planner

    3 weeks ago


    Olds, Canada Royal Bank of Canada Full time

    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...


  • Olds, Canada Royal Bank of Canada Full time

    A 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...

  • Client Advisor

    6 days ago


    Olds, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...


  • Olds, Canada Olds College Full time

    About Olds College of Agriculture & TechnologyFounded in 1913, Olds College of Agriculture & Technology has been offering high quality hands-on education for over a century. Through our core programming including continuing education, online and blended programming, we provide accessible educational opportunities within Alberta and beyond. We are passionate...


  • Olds, Canada Olds College Full time

    **About Olds College of Agriculture & Technology** Founded in 1913, Olds College of Agriculture & Technology has been offering high quality hands-on education for over a century. Through our core programming including continuing education, online and blended programming, we provide accessible educational opportunities within Alberta and beyond. We are...


  • Olds, Canada Olds College Full time

    **About Olds College of Agriculture & Technology** Founded in 1913, Olds College of Agriculture & Technology has been offering high quality hands-on education for over a century. Through our core programming including continuing education, online and blended programming, we provide accessible educational opportunities within Alberta and beyond. We are...


  • Olds, Canada Olds College Full time

    About Olds College of Agriculture & Technology Founded in 1913, Olds College of Agriculture & Technology has been offering high quality hands‑on education for over a century. Through our core programming including continuing education, online and blended programming, we provide accessible educational opportunities within Alberta and beyond. We are...


  • Olds, Canada Brandt Group of Companies Full time

    A leading agricultural company in Olds is looking for a Sales Coordinator to provide administrative support in sales and inventory. The role involves working closely with service and parts departments, promoting sales to clients, and developing product knowledge. Ideal candidates will have skills in sales administration and customer relationship management....


  • Olds, Canada Brandt Group of Companies Full time

    A leading agricultural company is seeking a Sales Coordinator to provide essential administrative support in sales and inventory management. This role will involve collaboration with service and parts departments, promoting sales to clients, and developing comprehensive product knowledge. Ideal candidates will possess strong skills in sales administration...