02 Nov
|
RBC
|
Grande Prairie
02 Nov
RBC
Grande Prairie
RBC seeks Financial Planners in Edmonton and northern Alberta, using financial planning expertise and relationship management to advise clients. Full-time opportunities support investment, retirement, and holistic planning.
As an RBC Financial Planner, you develop long-term client relationships through comprehensive reviews, tailored advice, and ongoing services. Depending on the chance, you manage mass affluent portfolios or create custom investment solutions. Your work includes client acquisition, networking, referrals, and performance targets.
Key Responsibilities:
- Provide tailored financial planning advice and investment solutions
- Manage and expand portfolios through relationship management
- Acquire and consolidate clients and assets for RBC
- Develop referral sources through networking and marketing
- Connect clients with appropriate RBC team members
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
- Strong communication and long-term planning abilities
Bring financial planning, client acquisition, and investment expertise to RBC clients across Edmonton and northern Alberta.
📌 RBC Financial Planner Edmonton (Grande Prairie)
🏢 RBC
📍 Grande Prairie