Financial Planner

2 weeks ago

Winnipeg, Canada RBC Full time
Job Summary

Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow 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 energy to meet targets and your passion for holistic financial planning is what pushes 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.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market

What will you do? Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of 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

What do you need to succeed? Must-have Financial Planning Designation (PFP orCFP 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 makingand process heavyvolumes Proven networking and client acquisition skills Ability to develop a strong referral network Fluent in English and Second Language is an asset

Whats 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 benefits Work with a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Flexible work/life balance options

RBCFP

Job Skills Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Additional Job Details Address: 370 PORTAGE AVE:WINNIPEG

City: WINNIPEG

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-30

Application Deadline: 2024-11-13

I

nclusion

and Equal Opportunity Employment 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.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

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 at jobs.rbc.com.

  • Financial Planner

    2 weeks ago

    winnipeg, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    At IG Wealth Management, we are seeking a skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.The ideal candidate will have a strong background in client-facing financial planning, with a proven track...

  • Financial Planner Professional

    7 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job TitleFinancial Planner PositionRBC is seeking a Financial Planner who will provide comprehensive financial planning advice and help clients achieve their long-term goals. The successful candidate will be responsible for managing and growing a portfolio of mass affluent clients, utilizing our extensive array of investment, credit, and everyday banking...

  • Financial Planner

    2 months 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

    2 months 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

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs 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

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs 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 Assistant

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring the delivery of exceptional client service and support.Key ResponsibilitiesProvide responsive client contact...

  • Financial Planner Assistant

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring the delivery of exceptional client service and support.Key ResponsibilitiesProvide responsive client contact...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs 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...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs 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...

  • Financial Planner

    1 week ago

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

    Build Your Career in Wealth ManagementAbout the RoleAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with clients to create customized financial plans that help them achieve their goals. You will use your expertise in financial planning to provide advice and guidance to clients, and work with them to develop strategies...

  • Financial Planner Assistant

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring seamless execution of sales objectives and related activities.Key ResponsibilitiesProvide exceptional client...

  • Financial Planner Assistant

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring seamless execution of sales objectives and related activities.Key ResponsibilitiesProvide exceptional client...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Role SummaryThis role requires a Mutual fund licensed or Securities licensed individual to provide proactive and outstanding planning and advice to clients, focusing on the IG Living Plan.The successful candidate will be part of the Corporate Channel, providing a unique opportunity for financial planners to receive a competitive total compensation package,...

  • Senior Financial Planner

    20 hours ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.Job DescriptionThe ideal...

  • Financial Planner

    4 days ago

    Winnipeg, Canada Scotiabank Full time

       Requisition ID: 210878Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Senior Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada RBC Full time

    Job SummaryAs a Senior Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients. You will be 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...