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Financial Planning Specialist

2 months ago

Winnipeg, Manitoba, Canada Royal Bank of Canada Full time
Unlock Your Potential as a Financial Planning Specialist

Royal Bank of Canada is seeking a skilled Financial Planning Specialist to join our team in Winnipeg. As a key member of our Personal and Commercial Banking division, you will have the opportunity to build lasting relationships with clients, provide expert financial planning advice, and drive business growth.

About the Role:
  • Provide comprehensive financial planning services to mass affluent clients, identifying opportunities to grow their portfolios and achieve their long-term goals.
  • Maintain and expand your client base through value-based relationship management practices, achieving performance targets and building strong referral networks.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements:
  • Hold a Financial Planning Designation (PFP or CFP or QAFP) and Mutual Funds License (IFIC or CSC).
  • Minimum 3 years' experience in financial planning within a financial institution.
  • Strong investment and credit experience/knowledge, with the ability to be decisive in decision-making and process heavy volumes.
  • Proven networking and client acquisition skills, with a focus on developing a strong referral network.
  • Fluency in English, with a second language an asset.
What We Offer:
  • A competitive salary range of $80,000 - $120,000 per year, based on experience and qualifications.
  • Full-time RBC employee status with unlimited earning potential and full benefits.
  • Opportunities for professional development and growth within a dynamic, collaborative, and progressive team.
  • A comprehensive training program in financial services, with flexible work/life balance options.