Join RBC as an Investment and Retirement Planner in Winnipeg North. Leverage your financial expertise to create bespoke solutions while enjoying a collaborative work environment.
In this full-time role, you will guide prospective and existing clients in achieving their financial dreams. Utilizing a wide array of investment options, your two or more years of experience will drive significant results. Supported by an internal referral network, your networking skills will be essential in establishing and nurturing client relationships.
Key Responsibilities:
• Provide tailored financial planning advice and solutions
• Acquire new clients and assets for RBC
• Connect clients with appropriate RBC team members
• Develop external referral sources through networking
• Utilize creative mobile technology for success
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Proven client acquisition and networking skills
• Digital savviness in mobile applications
Bring your financial planning expertise to RBC and empower clients towards long-term success.
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📌 Investment and Retirement Planner at RBC (Winnipeg)
🏢 RBC
📍 Winnipeg