Financial Planner, Investment and Retirement Planning

3 weeks ago

Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

Job Title: RBC Financial Planner, Investment and Retirement Planning

About the Role:

As a Financial Planner with RBC, you will create custom investment solutions for prospective and existing clients, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities:

  • Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to help continuously meet their needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.

Requirements:

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications
  • Fluent in English and a second language is an asset

What We Offer:

  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

About RBC:

RBC is a leading financial institution that thrives 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.

Join Our Team:

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

  • Financial Planner, Investment and Retirement Planning Expert

    5 days ago

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

    Job SummaryWe are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial planning advice and solutions...

  • Financial Planner, Investment and Retirement Planning Expert

    5 days ago

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

    Job SummaryWe are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial planning advice and solutions...

  • Financial Planner, Investment and Retirement Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...

  • Financial Planner, Investment and Retirement Planning Specialist

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...

  • Financial Planner, Investment and Retirement Planning Expert

    2 weeks ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...

  • Financial Planner, Investment and Retirement Planning Expert

    2 weeks ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...

  • Financial Planner, Investment and Retirement Planning Expert

    3 days ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner, Investment and Retirement Planning Expert

    3 days ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner Investment and Retirement Planning Specialist

    4 days ago

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

    Job SummaryAs a Financial Planner Investment and Retirement Planning at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner Investment and Retirement Planning Specialist

    4 days ago

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

    Job SummaryAs a Financial Planner Investment and Retirement Planning at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner, Investment and Retirement Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner, Investment and Retirement Planning Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner, Investment and Retirement Planning

    3 weeks ago

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

    Job SummaryAs a Strategic Wealth Advisor at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...

  • Financial Planner, Investment and Retirement Planning

    3 weeks ago

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

    Job SummaryAs a Strategic Wealth Advisor at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...

  • Financial Planner Investment Specialist

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner Investment Specialist

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner and Investment Strategist

    6 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner and Investment Strategist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...

  • Financial Planner and Investment Strategist

    5 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner and Investment Strategist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...

  • Financial Planner and Investment Strategist

    5 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner and Investment Strategist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...

  • Investment and Retirement Solutions Specialist

    4 days ago

    Winnipeg, Manitoba, Canada Canada Life Full time

    Job Title: Investment & Retirement ConsultantWe are seeking a highly skilled Investment & Retirement Consultant to join our team at Canada Life. As a key member of our Investment & Retirement Solutions team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Deliver personalized...