Financial Planner, Investment and Retirement Planning
3 weeks ago
Financial Planner, Investment and Retirement Planning Join to apply for the Financial Planner, Investment and Retirement Planning role at RBC. Posting Date: 2025-10-23 Application Deadline: 2025-12-18 What is the opportunity? As an RBC Investment and Retirement Planner, 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. Location & Mobility Specific location is to be determined. Successful incumbent must be mobile within the Winnipeg, MB market. 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. What do you need to succeed? Must‑have Financial Planning Designation (QAFP, 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; Mandarin is an asset. What’s in it for you? 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. Job Skills Adaptability, Business Development, Client Centricity, Curiosity. Additional Job Details Address: 220 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: Commission Inclusion and Equal Opportunity Employment At 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. Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr
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WINNIPEG, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, 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...
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Winnipeg, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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...
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Winnipeg, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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...
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Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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...
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Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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...
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Investment and Retirement Planning Assistant
2 weeks ago
Winnipeg, Canada Royal Bank of Canada Full timeJob Description *** Please note this is a Part time (15 hours/week) position) ***Supporting a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and...
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Investment and Retirement Planning Assistant
2 weeks ago
WINNIPEG, Canada Royal Bank of Canada Full timeJob Description *** Please note this is a Part time (15 hours/week) position) *** Supporting a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and...
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Winnipeg, Canada RBC Full timeA leading financial institution in Winnipeg is seeking a Financial Planner specializing in Investment and Retirement Planning. This role involves creating custom investment solutions for clients, acquiring new clients, and providing tailored financial advice. Ideal candidates will have a financial planning designation and a minimum of 2 years’ experience,...
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Financial Planner: Build Wealth
3 weeks ago
Winnipeg, Canada Scotiabank Full timeA leading financial institution in Winnipeg is seeking a Financial Planner to join their retail branch network. As a Financial Planner, you will be responsible for meeting clients’ financial goals through personalized strategies, conducting in-depth reviews, and delivering expert advice on investment and retirement planning. The ideal candidate will have a...
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Investment and Retirement Planning Assistant
2 weeks ago
Winnipeg, Manitoba, Canada RBC Full timeJob DescriptionPlease note this is a Part time (15 hours/week) position) ***Supporting a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and e-mail...
