Expert Financial Advisor

3 days ago

Winnipeg, Manitoba, Canada RBC Full time

Are you passionate about helping clients achieve their long-term financial goals? Do you have a strong background in financial planning and investment management?

About the Role

We are seeking an experienced Financial Planner to join our team at RBC. As a key member of our team, you will work closely with clients to understand their financial needs and create tailored investment solutions to meet their goals.

Salary: The estimated salary for this role is $80,000 - $120,000 per year, based on industry standards and location.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, including investment strategies and retirement planning.
  • Analyze client financial data and provide expert advice on investment opportunities.
  • BUILD STRONG CLIENT RELATIONSHIPS through excellent communication and customer service skills.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
  • Collaborate with internal partners to identify new business opportunities and growth areas.

Requirements

  • A minimum of 2 years experience in financial planning, preferably in a similar role.
  • Proven track record of success in developing and implementing financial plans that meet or exceed client goals.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas clearly.
  • Digital savvy, with experience using mobile applications and technology to enhance client relationships.
  • Ability to work effectively in a fast-paced environment and prioritize multiple tasks simultaneously.

What We Offer

  • A comprehensive compensation package, including a base salary and performance-based bonuses.
  • Ongoing training and professional development opportunities to help you grow your career.
  • A dynamic and collaborative work environment that supports innovation and creativity.
  • The opportunity to work with a diverse range of clients and develop your expertise in financial planning.
  • A flexible work schedule that balances your work and personal life.

About Us

RBC is a leading financial institution with a commitment to excellence and innovation. We offer a wide range of products and services to individuals, businesses, and institutions, and we're constantly looking for talented professionals to join our team.

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