Senior Financial Planner

3 weeks ago

Winnipeg, Manitoba, Canada RBC Full time
Job Summary

As a Senior Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities
  • Provide tailor-made financial planning advice and solutions using RBC's 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.
Requirements
  • Financial Planning Designation (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.
  • Fluent in English and a second language is an asset.
What We Offer
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
  • World-class training programs and career development opportunities.
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded.
  • A flexible work schedule based on client preferences and your own work/life balance.
  • Innovative mobile technology to ensure your success.

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and maximizing efficiency through the use of...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and maximizing efficiency through the use of...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Title: Financial Planner - Corporate ChannelIG Wealth Management is seeking a highly skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    At IG Wealth Management, we are seeking a skilled Financial Planner to join our Corporate Channel team. As a Financial Planner, you will be responsible for providing proactive, outstanding planning and advice to clients, leading with the IG Living Plan.The ideal candidate will have a strong background in client-facing financial planning, with a proven track...

  • Financial Planner Professional

    5 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job TitleFinancial Planner PositionRBC is seeking a Financial Planner who will provide comprehensive financial planning advice and help clients achieve their long-term goals. The successful candidate will be responsible for managing and growing a portfolio of mass affluent clients, utilizing our extensive array of investment, credit, and everyday banking...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity 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.Key...

  • Financial Planner

    2 months ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity 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.Key...

  • Financial Planner

    2 months ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity 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.Key...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity 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.Key...

  • Financial Planner Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring the delivery of exceptional client service and support.Key ResponsibilitiesProvide responsive client contact...

  • Financial Planner Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring the delivery of exceptional client service and support.Key ResponsibilitiesProvide responsive client contact...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions...

  • Financial Planner

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions...

  • Financial Planner

    7 days ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Build Your Career in Wealth ManagementAbout the RoleAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with clients to create customized financial plans that help them achieve their goals. You will use your expertise in financial planning to provide advice and guidance to clients, and work with them to develop strategies...

  • Financial Planner Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring seamless execution of sales objectives and related activities.Key ResponsibilitiesProvide exceptional client...

  • Financial Planner Assistant

    4 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner Assistant to join our team. As a key member of our team, you will provide administrative support to our top-producing Financial Planners and Investment Advisors, ensuring seamless execution of sales objectives and related activities.Key ResponsibilitiesProvide exceptional client...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Role SummaryThis role requires a Mutual fund licensed or Securities licensed individual to provide proactive and outstanding planning and advice to clients, focusing on the IG Living Plan.The successful candidate will be part of the Corporate Channel, providing a unique opportunity for financial planners to receive a competitive total compensation package,...

  • Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

  • 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...