Join RBC as a Financial Planner in Winnipeg and design custom investment strategies for clients. This full-time role combines client acquisition, networking, and mobile technology for enhanced service delivery.
As an Investment and Retirement Planner, you will craft personalized financial solutions for both new and existing clients at RBC. You’ll benefit from a solid internal referral network while actively expanding your own client base through creative marketing strategies. This position focuses on achieving client financial goals effectively.
Key Responsibilities:
• Create tailored financial solutions using investment products
• Acquire and manage new and existing client assets
• Connect clients with necessary RBC resources
• Cultivate business referrals through effective networking
Requirements:
• Required Financial Planning Designation (e.g., CFP®)
• Must possess a Mutual Funds License (IFIC or CSC)
• At least 2 years of experience in financial planning
• Expertise in client acquisition and networking
• Proficiency in utilizing mobile technology for service
Your financial acumen can drive growth for RBC and its clients in Winnipeg.
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