Rbc Financial Planner Edmonton Grande Prairie

Rbc Financial Planner Edmonton Grande Prairie

04 Nov
|
RBC
|
Grande Prairie

04 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 prospects 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

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