Financial Planner, Investment and Retirement Planning- EN (Winnipeg)

Financial Planner, Investment and Retirement Planning- EN (Winnipeg)

13 Aug
|
RBC
|
Winnipeg

13 Aug

RBC

Winnipeg

This is an opportunity for the South Shore region, market to be determined ** Job Description

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive current investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. What will you do?

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions Acquire and consolidate existing and current-to-RBC clients and assets Connect clients with the right RBC team members to help continuously meet their needs Develop external business referral sources through networking, marketing, and your centres of influence What do you need to succeed?

Must-have

Financial Planning Designation (IPF) or in the process of completion Mutual Funds License (IFIC or CSC) Minimum 2 years’ experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs What are the advantages 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

Adaptability, Business Development, Client Centricity, Curious Mindset Additional Job Details

Address

1100 RUE DU LUX, UNIT 210:BROSSARD City

Brossard Country

Canada Work hours/week

37.5 Employment Type

Full time Platform

PERSONAL & COMMERCIAL BANKING Job Type

Regular Pay Type

Commission Posted Date

2026-08-06 Application Deadline

2026-08-14 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. 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.

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📌 Financial Planner, Investment and Retirement Planning- EN (Winnipeg)
🏢 RBC
📍 Winnipeg

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