RBC seeks a Financial Planner in Cold Lake with holistic planning expertise and robust relationship management skills. Build and manage a mass affluent client portfolio.

This full-time Financial Planner position serves clients through comprehensive reviews and tailored advice. You will use investment, credit, and everyday banking solutions to support long-term goals. Success requires financial planning expertise, client acquisition, networking, and collaboration.

Key Responsibilities:

- Provide tailored financial planning advice for client goals
- Conduct ongoing comprehensive reviews of financial circumstances
- Grow, expand, and maintain a mass affluent portfolio
- Achieve performance targets through value-based relationship management
- Develop referrals with service partners and local markets

Requirements:

- QAFP, PFP, or CFP financial planning designation
- IFIC or CSC Mutual Funds License
- Minimum three years’ financial planning experience
- Strong financial acumen and client acquisition skills
- Ability to build COI and partner relationships

Bring financial planning, business development, and relationship management expertise to RBC clients and communities in Cold Lake.

📌 RBC Financial Planner Cold Lake (Bonnyville)
🏢 RBC
📍 Bonnyville