Financial Planner Professional

2 weeks ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

Job Opportunity:

As a Financial Planner at Royal Bank of Canada, you will have the chance to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your ability to meet targets and your passion for holistic financial planning is what drives you to provide world-class advice and solutions that help clients achieve their long-term goals.

Key Responsibilities:

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

Requirements:

  • Financial Planning Designation (PFP or CFP or QAFP).
  • Mutual Funds License (IFIC or CSC).
  • Minimum 3 years' experience in financial planning within a financial institution.
  • Strong investment and credit experience/knowledge.
  • Ability to be decisive in decision making and process heavy volumes.
  • Proven networking and client acquisition skills.
  • Ability to develop a strong referral network.
  • Fluent in English and Second Language is an asset.

What's in it for you?

  • Full-time RBC employee status with unlimited earning potential and full benefits.
  • Work with a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.
  • Flexible work/life balance options.

RBCFP Job Skills:

  • Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building.


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