Financial Planner

Cold Lake, AB Full-time Salary not specified

About the role

Royal Bank of Canada is seeking a Financial Planner in Cold Lake, Alberta. The role focuses on growing and managing a portfolio of mass affluent clients through comprehensive financial reviews, advice, and ongoing client service.

Responsibilities

• Provide tailored financial planning advice using investment, credit, and everyday banking solutions.
• Grow, expand, and maintain a client portfolio while meeting performance targets.
• Build relationships with service partners and local markets to support business opportunities and referrals.

Qualifications

• Financial planning designation: QAFP, PFP, or CFP.
• Mutual funds license: IFIC or CSC.
• At least three years of financial planning experience.
• Financial acumen and demonstrated networking, client acquisition, relationship management, and collaboration skills.
• Ability to build a market presence and cultivate relationships with centres of influence and partners.

Mobility throughout the market is an asset.

Compensation and benefits

Full-time employee status with base plus variable compensation, full benefits, a financial services training program, and flexible work-life balance options.

Employment type: Full-time, regular, salaried. Hours: 37.5 per week.

Location: Street, Cold Lake, Alberta.

Application deadline: November 20, 2026. Applications are accepted until 11:59 p.m. on the day before the stated deadline.