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
Solid 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 (Canada)
🏢 RBC
📍 Canada