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®, QAFP™ 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
🏢 RBC
📍 Calgary