Elevate your career as a Financial Planner with RBC in Winnipeg. You'll manage a portfolio of affluent clients, delivering tailored financial advice and exceptional service. As a Financial Planner, your goal is to cultivate long-term relationships by providing personalized financial planning guidance.

You'll utilize a full suite of investment and banking solutions to optimize client success. The role requires a solid foundation in relationship management, networking, and maintaining client portfolios with expertise. Key Responsibilities:
Offer customized financial planning advice to clients
Expand and maintain your portfolio through relationship management
Collaborate with service partners to drive referrals Requirements:
Financial Planning Designation (PFP, CFP, or QAFP)
Mutual Funds License (IFIC or CSC)
Minimum 3 years’ experience in financial planning
Proven client acquisition and networking skills
Fluent in English and Mandarin; Cantonese is an asset Leverage your financial expertise at RBC and help clients achieve their long-term financial goals.

📌 Financial Planner At Rbc Winnipeg
🏢 RBC
📍 Winnipeg