Senior Financial Planning Consultant

2 days ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

Discover a rewarding career as a Senior Financial Planning Consultant at the Royal Bank of Canada (RBC). Our team seeks a motivated and skilled professional to create custom investment solutions for our clients.

About the Opportunity:

We are seeking an experienced financial planning expert to join our dynamic team. As a Senior Financial Planning Consultant, you will have the opportunity to develop long-term relationships with clients and provide them with tailored financial planning advice and solutions.

Key Responsibilities:

  • Provide comprehensive financial planning advice and solutions to clients using RBC's extensive range of investment and portfolio solutions
  • Acquire and consolidate existing and new clients and assets, building strong relationships with clients to ensure their ongoing needs are met
  • Develop external business referral sources through networking, marketing, and centers of influence

Requirements:

  • Fundamental understanding of financial planning principles and practices
  • Proven experience in financial planning, with a minimum of 2 years' experience in a similar role
  • Demonstrated ability to cultivate strong partner relationships and network effectively

What We Offer:

We offer a competitive compensation package, including a salary of approximately $70,000 - $90,000 per year, plus commissions. Additionally, we provide world-class training programs and career development opportunities to support your growth and success.

Why Choose RBC?

RBC is committed to diversity and inclusion, and we strive to create an inclusive environment where employees can bring their unique perspectives and talents. We value innovation, teamwork, and client satisfaction, and we believe that our employees are our greatest asset.



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