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. #J-18808-Ljbffr

📌 Financial Planner at RBC Winnipeg
🏢 RBC
📍 Winnipeg