Financial Planner, Investment and Retirement Planning

3 days ago

Winnipeg, Canada RBC - Royal Bank Full time
Job Summary

Job Description

  1. What is the opportunity?
    As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

    ** Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg, MB Market **
  2. What will you do?
    Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund 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
  3. What do you need to succeed?
    Must-have:
    - 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
  4. What's in it for you?
    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 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
    #LI-RZ1RBCFP
Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

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