Financial Planner, Relationship Manager
4 weeks ago
OverviewAs an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy to meet targets and your passion for holistic financial planning drive you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our array of investment, credit, and everyday banking solutionsActively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (QAFP, PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningA strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaborationAbility to create a market presence, build COI relationships, and cultivate strong partner relationshipsNice to HaveAbility to be mobile throughout the marketWhat’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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress: 289 Stephen St, MordenCity: MordenCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Personal & Commercial BankingJob Type: RegularPay Type: SalariedPosted Date: 2025-09-09Application Deadline: 2025-10-07Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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 at RBC’s careers site. #J-18808-Ljbffr
-
Financial Planner, Relationship Manager
5 days ago
Morden, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You 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, Relationship Manager
3 weeks ago
MORDEN, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You 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, Relationship Manager
2 days ago
Morden, Manitoba, Canada Royal Bank of Canada Full time $80,000 - $120,000 per yearJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
-
Financial Planner
3 weeks ago
Morden, Canada RBC Full timeA leading banking institution in Morden is seeking an experienced Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning advice, build relationships, and achieve performance targets. The ideal candidate holds relevant financial designations and has a minimum of three years of experience. This position offers...
-
Community Planner
8 hours ago
Morden, Canada Manitoba Government Full time**Community Planner**: LP2 Planner 2 Regular/full-time Municipal and Northern Relations Community Planning, Community Planning and Development Morden MB Advertisement Number: 43625 Salary(s): LP2 $68,957.00 - $85,298.00 per year Closing Date: January 19, 2025 The Manitoba government recognizes the importance of building an exemplary public service...
-
Financial Advisor-mfda/amf
1 week ago
Morden, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
4 days ago
Morden, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Finance Manager
4 days ago
Morden, Canada MURRAY MORDEN CHRYSLER Full timeAs a Finance Manager you are responsible for maintaining and building excellent customer relationships focusing on delivering an exceptional customer experience. The Finance Manager produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new - and used-vehicle customers. Works...
-
Assistant Bakery Manager/baker
2 weeks ago
Morden, Canada Gardenland Consumers Cooperative Ltd Full timeGardenland Co-op is hiring a full-time **Assistant Bakery Manager/Baker**to support the operations of the bakery at the Morden Food Store. _(The Assistant Bakery Manager/Baker will perform the function of Baker for 80% of their shift, Assistant Manager 20% of their shift). _ **Work Location**:Morden Food Store, Bakery Department **Status**:Full-Time,...
-
Cash Manager
1 week ago
Morden, Canada Shoppers Drug Mart Pharmaprix Full timeJoin a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. **Why this role is important?** **SUMMARY**: The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store...
