Financial Planner and Investment Strategist
5 days ago
As a Financial Planner and Investment Strategist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and 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.
Key Responsibilities- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio 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.
- 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.
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.
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob Title: RBC Financial Planner, Investment and Retirement Planning About the Role: As a Financial Planner with RBC, you will create custom investment solutions for prospective and existing clients, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term...
-
Investment Portfolio Strategist
1 month ago
Winnipeg, Manitoba, Canada BMO Full timeAre you enthusiastic about client relations and portfolio management? Do you thrive on fostering connections and uncovering new investment avenues? If so, we have a compelling opportunity for you. Position: Investment Portfolio Strategist Company: BMO Financial Group Role Overview:Establish a robust external network to facilitate investment opportunities....
-
Financial Planner Investment Specialist
3 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Financial Planner Investment Specialist
3 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing clients, providing world-class advice and solutions to help them achieve their long-term financial goals. Key Responsibilities: Provide tailor-made financial planning advice and solutions using our array of investment...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial planning advice and solutions...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial planning advice and solutions...
-
Financial Planner, Investment and Retirement Planning Expert
41 minutes ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our...
-
Financial Planner
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob 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...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryAs 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 that...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryAs 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 that...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner Investment and Retirement Planning at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner Investment and Retirement Planning at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...
-
Financial Planner
5 days ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob 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...
