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Financial Planner

2 months 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 goals using RBC's 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.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients.
  • Provide ongoing financial planning and advice to clients.
  • Build and maintain strong relationships with clients and service partners.
  • Meet performance targets and achieve business objectives.

Requirements:

  • Financial Planning Designation (PFP or CFP or QAFP).
  • Mutual Funds License (IFIC or CSC).
  • Minimum 3 years' experience in financial planning within a financial institution.
  • Strong investment and credit experience/knowledge.
  • Ability to be decisive in decision making and process heavy volumes.
  • Proven networking and client acquisition skills.
  • Ability to develop a strong referral network.
  • Fluent in English and Second Language is an asset.

What We Offer:

  • Full-time RBC employee status with unlimited earning potential and full benefits.
  • Work with a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.
  • Flexible work/life balance options.

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.

Join Our Team:

At RBC, 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.