Elevate your financial advising career with RBC as a Senior Investment and Retirement Planner in Winnipeg. This role focuses on developing personalized investment plans while supporting clients through networking and collaboration.
RBC is on the lookout for a agile Investment and Retirement Planner to join its Winnipeg team. In this pivotal role, you will provide tailored financial strategies using a comprehensive array of investment options while fostering client relationships. You’ll also work closely with internal teams to enhance client services continually.
Key Responsibilities:
• Deliver personalized financial advice using investment solutions
• Build and consolidate a loyal client base
• Facilitate connections with relevant RBC experts
• Generate external referrals through impressive networking
Requirements:
• Holding Financial Planning Designation (QAFP, PFP®, or CFP®)
• Must have a Mutual Funds License (IFIC or CSC)
• Minimum of 2 years in financial planning
• Proven track record in networking and client relations
• Adept at using digital tools for enhanced client service
Leverage your expertise in financial planning to help RBC clients achieve their financial goals in Winnipeg.
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