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Financial Planner
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Financial Planner
1 week ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full time{"Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
Financial Planner
3 months ago
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Winnipeg Market.
You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
What will you do?- Provide tailormade 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 valuebased relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
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
- Fluent in English and Mandarin is required. Fluent in Cantonese is an asset.
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- A worldclass 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 highperforming team
Additional Job Details
Address:
540
MAIN ST:
WINNIPEG
City:
WINNIPEG
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
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