Job Description As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Estevan and Surrounding areas (expectation is to be mobile within these Markets).
What will you do?
Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed? Must-have
Financial Planning Designation (PFP or CFP or QAFP)
Mutual Funds License (IFIC or CSC)
Minimum 3 years’ experience in financial planning
Proven networking and client acquisition skills
Ability to develop a strong referral network
What’s in it for you?
A comprehensive Total Rewards Program including bonuses and flexible advantages, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address: 950 VICTORIA AVE E:REGINA
City: Regina
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-06-04
Application Deadline: 2026-09-08
Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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📌 Financial Planner, Relationship Manager (Winnipeg)
🏢 RBC
📍 Winnipeg