As a Financial Planner and Client Advisor at RBC, provide bespoke financial solutions and investment strategies to help clients reach their financial objectives. Focus on relationship management and client acquisition.

RBC is looking for a dedicated skilled to join its financial planning team. With your Financial Planning Designation and a minimum of three years of relevant experience, you'll offer tailored advisory services to clients. Your role will include expanding your portfolio through proactive client management and influential networking.

Key Responsibilities:



• Offer expert financial planning tailored to client needs • Acquire current clients and consolidate existing portfolios • Maintain solid relationships with service partners • Leverage networking for business optimization • Achieve set performance targets through relationship management

Requirements: • QAFP, PFP, or CFP Financial Planning Designation • Mutual Funds License (IFIC or CSC) • Three years of experience in financial planning • Solid investment knowledge and credit analysis skills • Proven record of client acquisition and networking

Use your financial acumen and relationship-building expertise to thrive at RBC and make a significant impact. #J-18808-Ljbffr

📌 Rbc Financial Planner & Client Advisor Winnipeg
🏢 Jobtailor
📍 Winnipeg