Financial Planner

Royal Bank of Canada

Calgary, Alberta, Canada
Base: not specified; bonus/equity: variable compen...
Portfolio growth and management
Value-based relationship management
Financial planning expertise
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and financial planning expertise

Job Summary

  • As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and financial planning expertise.
  • You will provide tailor-made financial planning advice, actively grow your client portfolio, and cultivate relationships with service partners to optimize business opportunities.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, a world-class training program, and a dynamic, high-performing team environment.

Matching Summary

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and financial planning expertise.

Salary

Base: Not specified; Bonus/Equity: Variable compensation; Benefits: Full benefits

Skills & Requirements

Must-have

  • Portfolio growth and management
  • Value-based relationship management
  • Financial planning expertise
  • Client acquisition and networking
  • Collaboration with service partners

Nice-to-have

  • Mobility throughout the market
  • Passion for holistic financial planning
  • Flexible work/life balance options
  • Progressive and collaborative team environment

Key Requirements

  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter