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Financial Planner

2 months ago

Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

Job Title: RBC Financial Planner

About the Role

As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients within the Winnipeg Market. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Key Responsibilities

  • Provide tailor-made 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 value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Requirements

  • 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

Language Requirements

Fluent in English and Mandarin is required. Fluent in Cantonese is an asset.

About RBC

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.

What We Offer

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class 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 high-performing team

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning