Expert Financial Strategist for Client Wealth Growth
4 days ago
We are seeking a highly skilled Expert Financial Strategist to join our team and help clients achieve their long-term financial goals. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.
About the Opportunity:
This is a challenging and rewarding role that requires creativity, motivation, and drive for new investment sales. You will be fully supported by internal partners who send client referrals your way, allowing you to focus on providing world-class advice and solutions.
Your 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.
What We Offer:
We offer a comprehensive Total Rewards Program including flexible benefits, competitive commission structure, and pension options. Our team is dynamic, collaborative, and high-performing, recognizing initiative and hard work. You will have access to innovative mobile technology to ensure your success and enjoy a flexible work schedule based on client preferences and your own work/life balance.
Required Skills and Qualifications:
- 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
Average Salary Range: $80,000 - $120,000 per year, depending on experience and performance.
-
Wealth Management Expert
4 weeks ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAs a Wealth Associate at Banque Nationale du Canada, you'll have the opportunity to build long-term relationships with clients and help them achieve their financial goals. This role is ideal for those who enjoy working with people and are passionate about delivering exceptional service.Job OverviewThis position involves supporting clients throughout various...
-
Financial Services Representative
4 weeks ago
Winnipeg, Manitoba, Canada BMO Financial Group Full timeWe are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...
-
Winnipeg, Manitoba, Canada Southeast Resource Development Council Corp. Full timeCompany OverviewSoutheast Resource Development Council Corp. is a dynamic organization committed to excellence in service delivery and community development.Job SummaryWe are seeking an experienced Chief Financial Strategist to lead our financial management team and contribute to the organization's growth and success.Job DescriptionThe Chief Financial...
-
Financial Planning Expert
3 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Planning Expert with RBC Dominion Securities in WinnipegIn this exciting role, you'll have the opportunity to help your clients achieve their financial goals while growing your own career and business. As an Investment Advisor at RBC Dominion Securities, you'll work closely with high-net-worth individuals, families, and...
-
Wealth Management Professional
2 days ago
Winnipeg, Manitoba, Canada National Bank Full timeBuild a Thriving Career in Wealth ManagementWe are seeking a talented and ambitious Wealth Management Professional to join our team at National Bank. As a key member of our Wealth Management division, you will have the opportunity to build long-term relationships with clients and help them achieve their financial goals.About the Role:Diligently manage client...
-
Wealth Management Associate
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading investment and wealth management firm in Canada, committed to delivering trusted advice and enhancing the well-being of our clients and communities.SalaryWe offer a competitive salary, with an estimated annual compensation of $60,000 - $80,000, depending on experience. In addition to your base salary,...
-
Digital Health Sales Strategist
4 weeks ago
Winnipeg, Manitoba, Canada CageView LLC Full timeCageView LLC, a pioneer in digital health, is seeking a seasoned Digital Health Sales Strategist to drive revenue growth and lead sales efforts.About the RoleThis strategic role will be responsible for developing and executing sales plans, building strong relationships with clients, and contributing to the overall success of CageView LLC.Key...
-
Aviation Talent Acquisition Strategist
3 weeks ago
Winnipeg, Manitoba, Canada The Institute for Performance and Learning Full timeUnlock Your Potential in Aviation RecruitmentWe are seeking a skilled Aviation Talent Acquisition Strategist to join our team at The Institute for Performance and Learning.About the Role:We're looking for an experienced talent acquisition professional with a passion for aviation recruitment. As an Aviation Talent Acquisition Strategist, you will play a...
-
Senior Tax Strategist
1 month ago
Winnipeg, Manitoba, Canada Baker Tilly Canada Full timeBaker Tilly Canada seeks a motivated and experienced Senior Tax Strategist to join our team in Winnipeg. With a competitive salary of $120,000-$150,000 per year, this role offers exceptional opportunities for professional growth and development.Job DescriptionWe are looking for a tax professional with strong industry experience and leadership skills to...
-
Economic Development Strategist
4 weeks ago
Winnipeg, Manitoba, Canada ENGINEERINGUK Full timeEconomic Development StrategistEmbracing a culture of innovation and entrepreneurship, we are seeking an Economic Development Strategist to join our team. This role will provide the opportunity to combine passion with purpose and make a meaningful impact in the Canadian agricultural community.Job Description:We are looking for a highly skilled and...
-
Lead Community Strategist
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Lead Community Strategist to join our team in Winnipeg. As a key member of our community leadership team, you will be responsible for driving business growth and client satisfaction in the local market.
-
Senior Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeRole OverviewWe are seeking a talented and self-directed Senior Wealth Management Associate to join our dynamic team. This role is responsible for providing proactive advice and support to clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm.Job DescriptionIn this role, you will be responsible for...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timeCompany OverviewIG Wealth Management is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
-
Senior Wealth Products Coordinator
5 days ago
Winnipeg, Manitoba, Canada Wellington-Altus Full timeThis part-time opportunity is based out of our Winnipeg office. As a Senior Wealth Products Coordinator, you will be working for Wellington-Altus Financial Inc., a leading investment dealer in Canada.The estimated salary for this position is around $45,000-$60,000 per year, depending on your experience and qualifications.We are looking for an individual with...
-
Wealth Associate
2 days ago
Winnipeg, Manitoba, A3C, Manitoba, Canada National Bank Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing superior...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full time**Job Summary**We are seeking a skilled Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will have the opportunity to build and maintain client relationships, provide financial advice, and help clients achieve their long-term goals.**About the Role**This is a full-time position that requires 4-6 years of outbound...
-
Human Resources Strategist
2 weeks ago
Winnipeg, Manitoba, Canada ENGINEERINGUK Full timeUnlock Your Potential as a Human Resources StrategistInspiring innovation and empowering teams - this is the essence of our empowered professionals at ENGINEERINGUK.About Our TeamWe're a diverse group of human resources experts dedicated to delivering innovative and practical solutions for our clients. As a trusted advisor, you'll integrate human resources...
-
Chief Marketing Officer
4 weeks ago
Winnipeg, Manitoba, Canada HUB International Full timeHUB International is a global network of risk, insurance, employee benefits, and wealth management specialists. Our mission is to protect and support the aspirations of individuals, families, and businesses.About the RoleWe are seeking a Chief Marketing Officer to maximize revenue growth through carrier relationships and commission agreements. This key M&A...
-
Becoming a Financial Services Expert
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeExpert Client Advisor OpportunityIn our esteemed organization, we are seeking exceptional individuals to fill the role of an Expert Client Advisor. As a vital member of our team, you will be responsible for delivering outstanding customer service and finding innovative solutions to meet the diverse needs of our valued clients.About the OpportunityThis...
-
Winnipeg, Manitoba, Canada MNP Full timeMNP is a dynamic organization that thrives in the face of change. Our empowered teams are inspirational, innovative, and entrepreneurial. As a Financial Expert for Assurance and Accounting, you will combine your passion with purpose to make an impact. This diverse team of professionals is dedicated to exceeding clients' unique needs within a rapidly evolving...