Kickstart your financial career as a Financial Planning Associate in Winnipeg, Canada, focusing on exceptional client service and proactive appointment management. Enhance your skills in a supportive workplace dedicated to client success.

This full time role involves being detail-oriented and client-focused while managing various priorities effectively. You will proactively book appointments for Financial Planners and support client needs while tracking progress against sales goals. Your role will also require accurate documentation and due diligence in operations.

Key Responsibilities:
• Make proactive calls to schedule client appointments
• Identify and track prospects for client referrals
• Provide first-hand support for client inquiries accurately




• Maintain detailed documentation and follow-up processes
• Commit to improving knowledge and client service skills

Requirements:
• Must hold a Mutual Funds license (IFIC or CSC)
• Exceptional skills in customer service and communication
• Proficient in MS Office Suite including Excel
• Familiarity with CASPER and investment systems
• Fluency in English and a second language preferred

Join our team and make a tangible impact in the world of financial planning in Winnipeg.
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📌 Full Time Financial Planning Associate Role Manitoba
🏢 RBC
📍 Manitoba