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 agile 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 solutionsBuild and consolidate a loyal client baseFacilitate connections with relevant RBC expertsGenerate external referrals through impressive networkingRequirements:Holding Financial Planning Designation (QAFP, PFP®, or CFP®)Must have a Mutual Funds License (IFIC or CSC)Minimum of 2 years in financial planningProven track record in networking and client relationsAdept at using digital tools for enhanced client serviceLeverage your expertise in financial planning to help RBC clients achieve their financial goals in Winnipeg.

📌 Senior Financial Planner At Rbc Winnipeg
🏢 RBC
📍 Winnipeg