Shape the future of finance with RBC as an Investment and Retirement Planner in Winnipeg. Utilize your expertise to devise customized financial strategies for clients and ensure their success.
In this full-time role, you will provide tailored investment advice by leveraging RBC's extensive portfolio solutions. Supported by internal partners, you will engage in prospecting and networking to solidify client relationships. Your goal is to craft creative financial solutions that help clients achieve their long-term ambitions.
Key Responsibilities:
• Offer customized financial planning solutions to clients
• Acquire and manage new and existing RBC clients
• Connect clients with the appropriate RBC teams for ongoing service
• Develop networking and marketing channels for client referrals
Requirements:
• Financial Planning Designation (QAFP, PFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Strong networking and relationship-building skills
• Digital savvy, adept with mobile applications
Maximize client satisfaction by providing expert investment solutions and maintaining strong relationships at RBC in Winnipeg.
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📌 Investment Planner at RBC Winnipeg
🏢 RBC
📍 Winnipeg