Jobs in Canada

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Added 3 mins ago
C
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Quebec, QC
- Full-time
Investigate and diagnose incidents by analyzing logs, data, and application code.
Added 3 mins ago
TC
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- $85,000 to $95,000 CAD / year
- Full-time
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Added 3 mins ago
A
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- Full-time
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Added 4 mins ago
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Added 4 mins ago
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Construction Project Coordinator
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Toronto, ON
- Full-time
Added 4 mins ago
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Administrative Specialist
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Richmond, BC
- $45,000 to $53,000 CAD / year
- Contract
A culture of continuous learning. We invest in your growth because your development is our development.
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Added 4 mins ago
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- Full-time
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Added 4 mins ago
Senior Actuarial Analyst
Wawanesa Insurance
Toronto, ON · AB · Winnipeg, MB · Wawanesa, MB · Moncton, NB · Thunder Bay, ON · Ottawa, ON · Kitchener, ON · Montreal, QC · Vancouver, BC · Lloydminster, AB · Dartmouth, NS · Calgary, AB · Lethbridge, AB · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
Identifies opportunities for automation of routine tasks and implementation of advanced techniques while ensuring ethical and responsible application of solutions.

Royal Bank of Canada

Financial Planner

Calgary, AB, T2P 1C9, Canada

Full-time

Apply on jobs.rbc.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: · Minimum 3 years’ experience in financial planning
Posting language: English
Posted: Nov 13, 2026

Original 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 long-term 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 world-class advice and solutions that help clients achieve their long-term 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 tailor-made 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 value-based 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?

Must-have

· 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

What’s 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.

· Full-time RBC employee status with unlimited earning potential and full benefits

· Work with a dynamic, collaborative, progressive, and high-performing team

· A world-class training program in financial services

· Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning, Mandarin Chinese Language

Additional Job Details

Address:

255 5 AVE SW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-13

Application Deadline:

2026-11-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply on jobs.rbc.com About employer

More about this job

Responsibilities

You will manage a portfolio of mass affluent clients by providing comprehensive financial planning advice and tailored investment, credit, and banking solutions. Additionally, you will actively grow your client base through networking and cultivating strong relationships with service partners and local markets.

Requirements

Candidates must hold a Financial Planning designation (QAFP, PFP, or CFP) and a Mutual Funds license. A minimum of 3 years of experience in financial planning and strong relationship management skills are required.

Skills

Financial planning
Business development
Client acquisition
Relationship management
Investment solutions
Credit solutions
Banking solutions
Networking
Financial acumen
Collaboration
Mandarin Chinese language

Benefits

Full benefits
Training program
Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
RBC
Mass affluent
Financial planning
QAFP
PFP
CFP
Mutual Funds License
IFIC
CSC
Business development
Client acquisition
Relationship management
Investment
Credit
Banking
Networking
Financial acumen
Portfolio management
Mandarin Chinese

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Work requirements

Jobs in Canada