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 workplace. 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 skilled 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 innovative 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.
📌 Financial Planner For Rbc In Winnipeg
🏢 RBC
📍 Winnipeg