Financial Planning Expert - RBC Thompson (Manitoba)

Financial Planning Expert - RBC Thompson (Manitoba)

19 Aug
|
RBC
|
Manitoba

19 Aug

RBC

Manitoba

Become an integral part of RBC as a Financial Planner in Thompson, MB. Leverage your experience in the financial services industry to craft personalized investment strategies for clients.

RBC seeks a passionate Investment and Retirement Planner to serve the Thompson market. In this full-time position, you will provide tailored investment solutions, supported by a team committed to client success. Your networking skills and financial planning expertise will drive new client acquisitions and strengthen existing relationships in a cooperative environment.

Key Responsibilities:
• Deliver customized financial planning solutions using various investment products
• Expand client base and consolidate services for existing customers




• Partner with RBC team members to address client needs
• Grow business networks through targeted marketing efforts

Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of experience in financial planning
• Strong networking and relationship-building skills
• Comfort with digital technology and applications

Bring your financial expertise and creativity to RBC in Thompson, where you can make a difference in clients' financial journeys.
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📌 Financial Planning Expert - RBC Thompson (Manitoba)
🏢 RBC
📍 Manitoba

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