Financial Planner

1 week ago

Winnipeg, Manitoba, Canada RBC - Royal Bank Full time
{"Job Summary

As a Financial Planner at RBC, you will have the opportunity to work with a diverse portfolio of clients, providing tailored financial planning advice and helping them achieve their long-term goals. You will be responsible for maintaining and expanding your client base, using value-based relationship management practices to achieve performance targets.

Key Responsibilities:

* Provide comprehensive financial planning advice and solutions to clients
* Actively maintain and expand your portfolio of clients
* 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

What's in it for you?

* 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

Additional Job Details

* Employment Type: Full time
* Pay Type: Salaried
* Platform: PERSONAL & COMMERCIAL BANKING

At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities

  • Financial Planner

    2 weeks 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...

  • Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job Title: RBC Financial Planner Job Summary: As a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive financial planning and advice to help them achieve their long-term goals. Job Description: Provide tailor-made financial planning advice and help clients reach their...

  • Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

    Job Title: RBC Financial Planner Job Summary: As a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Winnipeg Market, providing comprehensive financial planning and advice to help them achieve their long-term goals. Job Description: Manage and grow a portfolio of mass affluent clients in...

  • Financial Planner

    3 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryAs 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.Key...

  • Financial Planner

    4 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryAs 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.Key...

  • Financial Planner

    4 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    As a Financial Planner at RBC, you will manage and grow a portfolio of mass affluent clients in the Winnipeg Market, providing comprehensive financial planning and ongoing services to help clients achieve their long-term goals. Key Responsibilities: Provide tailor-made financial planning advice and help clients reach their goals using RBC's...

  • Financial Planner

    3 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, 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,...

  • Financial Planner

    3 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, 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,...

  • Financial Planner

    3 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, 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,...

  • Financial Planner

    4 days ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Role SummaryThis is a unique opportunity for a skilled financial planner to join our growing team of Corporate Employed Advisors at IG Wealth Management. As a Corporate Channel Advisor, you will provide proactive and outstanding planning and advice to clients, leveraging the IG Living Plan to deliver holistic financial solutions.Key ResponsibilitiesDevelop...

  • Financial Planner

    3 days ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Role SummaryThis is a unique opportunity for a skilled financial planner to join our growing team of Corporate Employed Advisors at IG Wealth Management. As a Corporate Channel Advisor, you will provide proactive and outstanding planning and advice to clients, leveraging the IG Living Plan to deliver holistic financial solutions.Key ResponsibilitiesDevelop...

  • Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Financial Planner at RBC, you have the opportunity to manage and grow a portfolio of high-net-worth 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...

  • Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Financial Planner at RBC, you have the opportunity to manage and grow a portfolio of high-net-worth 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...

  • Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Financial Planner at RBC, you have the opportunity to manage and grow a portfolio of high-net-worth 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...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • 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

    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

    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

    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

    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...