RBC Investment Planner in Winnipeg North (Manitoba)

RBC Investment Planner in Winnipeg North (Manitoba)

24 Aug
|
RBC
|
Manitoba

24 Aug

RBC

Manitoba

Step into your next career move as an Investment Planner at RBC in Winnipeg North. Drive investment sales and enhance client relationships in a supportive atmosphere.

In this full time role, you will provide high-quality financial planning advice and access a diverse set of investment solutions. With a minimum of two years of financial planning experience, your ability to network effectively will be crucial. You will have strong internal support, allowing you to focus on client needs and long-term success.

Key Responsibilities:
• Offer tailor-made financial planning solutions
• Consolidate clients and attract new business
• Collaborate with RBC team members for optimal service
• Build external business referral channels
• Employ digital tools for efficient client management

Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Strong networking and client acquisition skills
• Digital savviness with mobile applications

Make a lasting impact on clients' financial futures at RBC as their reliable Investment Planner.
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📌 RBC Investment Planner in Winnipeg North (Manitoba)
🏢 RBC
📍 Manitoba

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