Become a pivotal Financial Planner at RBC in Richmond, Canada, where your creativity leads to world-class investment solutions. Engage with clients personally while supported by a robust internal team.

In this full-time role, you will create custom financial strategies for both prospective and existing clients. Your ability to acquire clients and build robust partner relationships will drive your success as you provide tailored portfolio solutions. Networking and marketing efforts will enhance your outreach to potential clients.

Key Responsibilities: • Deliver tailored financial planning advice and investment solutions • Accomplish client acquisition and asset consolidation goals • Connect clients with appropriate resources within RBC • Establish external referral sources through networking efforts

Requirements: • Financial Planning Designation (PFP®, QAFP™ or CFP®) • Mutual Funds License (IFIC or CSC) • At least 2 years of financial planning experience • Strong networking and relationship-building skills • Proficiency with digital tools and applications

Empower clients to achieve their financial aspirations with RBC’s support and your expertise. #J-18808-Ljbffr

📌 Financial Planner Role with RBC (Winnipeg)
🏢 RBC
📍 Winnipeg