Financial Planner
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Cold Lake, AB Full-time Salary not specified
About the role
Royal Bank of Canada is seeking a Financial Planner in Cold Lake, Alberta. The role focuses on growing and managing a portfolio of mass affluent clients through comprehensive financial reviews, advice, and ongoing client service.
Responsibilities
- Provide tailored financial planning advice using investment, credit, and everyday banking solutions.
- Grow, expand, and maintain a client portfolio while meeting performance targets.
- Build relationships with service partners and local markets to support business opportunities and referrals.
Qualifications
- Financial planning designation: QAFP, PFP, or CFP.
- Mutual funds license: IFIC or CSC.
- At least three years of financial planning experience.
- Financial acumen and demonstrated networking, client acquisition, relationship management, and collaboration skills.
- Ability to build a market presence and cultivate relationships with centres of influence and partners.
Mobility throughout the market is an asset.
Compensation and benefits
Full-time employee status with base plus variable compensation, full benefits, a financial services training program, and flexible work-life balance options.
Employment type: Full-time, regular, salaried. Hours: 37.5 per week.
Location: 6801 51 Street, Cold Lake, Alberta.
Application deadline: November 20, 2026. Applications are accepted until 11:59 p.m. on the day before the stated deadline.
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