Expert Financial Strategist for Client Wealth Growth

4 days ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time
Unlocking Long-Term Financial Success

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.



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