Financial Planner, Investment and Retirement Planning Expert
1 month ago
As a Financial Planner, Investment and Retirement Planning, 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 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...
-
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...
-
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. Your creativity, motivation, and drive for new investment sales will enable you to...
-
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. Your creativity, motivation, and drive for new investment sales will enable you to...
-
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 OpportunityAs an RBC Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC 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...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, Investment and Retirement Planning, 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...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeFinancial Planning Consultant OpportunityWe are seeking a seasoned Financial Planning Consultant to join our team in Winnipeg, Canada. As a key member of the Personal and Commercial Banking division, you will play a crucial role in delivering exceptional financial planning experiences to our clients.About the RoleThis is an exciting opportunity for a highly...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team in Winnipeg, MB. As an RBC Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for clients and work closely with internal partners to drive business growth.
-
Financial Planning Expert
2 days ago
Winnipeg, Manitoba, Canada Scotiabank Full timeScotiabank Job OverviewWe are a leading bank in the Americas, committed to making a difference in our communities. Our purpose is 'for every future', and we help our customers achieve success through advice, products, and services.About the RoleThis is an exciting opportunity for a Financial Planning Expert to join our team in Winnipeg, Canada. As a key...
-
Investment and Retirement Solutions Specialist
1 month ago
Winnipeg, Manitoba, Canada Canada Life Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Consultant to join our team at Canada Life. As a key member of our Investment and Retirement Solutions team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDeliver personalized service to our Group Customer...
-
Investment and Retirement Solutions Specialist
1 month ago
Winnipeg, Manitoba, Canada Canada Life Full timeAbout the RoleWe are seeking a highly skilled Investment and Retirement Consultant to join our team at Canada Life. As a key member of our Investment and Retirement Solutions team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDeliver personalized service to our Group Customer...
-
Retirement Expert Lead
2 days ago
Winnipeg, Manitoba, Canada Ellement Consulting Full timeCompany OverviewEllement Consulting Group is a leading actuarial consulting firm established in 1996, offering comprehensive solutions for pension, benefits, and investment programs across Canada.Job SummaryWe are seeking an experienced and strategic Retirement Expert Lead to join our retirement practice. In this senior leadership role, you will provide...
-
Financial Planner
1 month ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob 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 timeJob 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...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeSupport top Financial Planners in meeting sales objectives and related activities by providing administrative service and support.Key responsibilities:• Provide responsive client contact management through telephone, fax and email requests.• Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are...
-
Senior Financial Advisor
3 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob Opportunity:As a Senior Financial Advisor - Investment and Retirement Planning at Royal Bank of Canada, 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...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeOpportunity Overview: As a Financial Planner, Investment and Retirement Planning with RBC, you will design and implement custom investment solutions for prospective and existing clients. This role involves creating innovative financial plans, leveraging internal partnerships, and utilizing unparalleled investment solutions to drive client success. Key...
-
Financial Planning Specialist
3 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob 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...
