Transform clients' lives as a Financial Planner at RBC in Winnipeg North. Collaborate with internal partners and maximize your networking skills in a flexible working environment.
This full-time position allows you to develop customized investment strategies for clients, drawing from a rich mix of investment solutions. Your creativity and motivation will help you manage seamless client interactions. With two or more years in financial planning, you’ll thrive in our supportive culture that encourages professional growth.
Key Responsibilities:
• Create custom financial planning and investment solutions
• Acquire and consolidate clients and assets at RBC
• Foster relationships with the right RBC team members
• Network for external business referrals
• Engage with cutting-edge mobile technologies
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Proven client acquisition abilities
• Fluent in English; additional languages are an asset
Elevate your financial career at RBC, helping clients achieve their long-term goals.
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📌 Financial Planner for RBC in Winnipeg
🏢 RBC
📍 Winnipeg