Elevate your financial advising career with RBC as a Senior Investment and Retirement Planner in Winnipeg. This role focuses on developing personalized investment plans while supporting clients through networking and collaboration. RBC is on the lookout for a energetic Investment and Retirement Planner to join its Winnipeg team.

In this pivotal role, you will provide tailored financial strategies using a comprehensive array of investment options while fostering client relationships. You’ll also work closely with internal teams to enhance client services continually. Key Responsibilities:

- Deliver personalized financial advice using investment solutions
- Build and consolidate a loyal client base
- Facilitate connections with relevant RBC experts
- Generate external referrals through impressive networking

Requirements:

- Holding Financial Planning Designation (QAFP, PFP®, or CFP®)
- Must have a Mutual Funds License (IFIC or CSC)
- Minimum of 2 years in financial planning
- Proven track record in networking and client relations
- Adept at using digital tools for enhanced client service

Leverage your expertise in financial planning to help RBC clients achieve their financial goals in Winnipeg.

📌 Senior Financial Planner at RBC Winnipeg
🏢 RBC
📍 Winnipeg