Unlock the potential of financial solutions with RBC as an Investment and Retirement Planner in Winnipeg. This role emphasizes tailored financial advice, networking, and leveraging digital tools to enhance client relationships.

RBC seeks a motivated Investment and Retirement Planner to deliver custom financial solutions. As a planner, you’ll leverage internal partnerships for client referrals while building your own network of clients. Collaborate with team members to effectively meet client needs and ensure financial goals are met.

Key Responsibilities:
• Provide bespoke financial planning advice and portfolio solutions
• Acquire and consolidate clients for RBC’s services
• Connect clients with RBC team members for tailored support
• Develop business referrals through strategic networking

Requirements:
• Financial Planning Designation (QAFP, PFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven client acquisition and networking skills
• Robust digital savvy for mobile application use

Bring your financial expertise and client-centric approach to RBC's Investment Team in Winnipeg.
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📌 Investment Planner for RBC in Winnipeg (Manitoba)
🏢 RBC
📍 Manitoba