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Job Title


Financial Planner


Company : RBC


Location : Lethbridge, Alberta


Created : 2025-10-23


Job Type : Full Time


Job Description

Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating longterm relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide worldclass advice and solutions that help clients achieve their longterm goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise. What will you do? Provide tailormade financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions Actively grow, expand and maintain your portfolio of clients using valuebased relationship management practices, achieving performance targets Cultivate relationships with service partners and local markets to optimize business opportunities and referrals What do you need to succeed? Musthave Financial Planning Designation (QAFP, PFP or CFP) Mutual Funds License (IFIC or CSC) Minimum 3 years experience in financial planning A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration Ability to create a market presence, build COI relationships, and cultivate strong partner relationships Nice to have Ability to be mobile throughout the market Whats in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Fulltime RBC employee status with unlimited earning potential and full benefits Work with a dynamic, collaborative, progressive, and highperforming team A worldclass training program in financial services Flexible work/life balance options Job Skills Business Development, Client Centricity, Communication, Long Term Planning Job Details Address: 614 4 AVE S:LETHBRIDGE City: Lethbridge Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-28 Application Deadline: 2025-11-17 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr