Senior Financial Advisor

4 weeks ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

Job Opportunity:

As a Senior Financial Advisor - Investment and Retirement Planning at Royal Bank of Canada, 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 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.

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's in it for you?

  • 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

About Royal Bank of Canada:

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.



  • Winnipeg, Manitoba, Canada beBee Professionals Full time

    Job Description:beBee Professionals is seeking a highly skilled Senior Financial Advisor to join our team in Winnipeg, Manitoba. The successful candidate will be responsible for providing financial advice and support to the organization by managing and analyzing financial data, preparing financial reports, and ensuring legal compliance.Key Responsibilities:...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the RoleWe are seeking a Senior Corporate Advisor to join our team at IG Wealth Management. In this role, you will work closely with clients to provide personalized financial planning services and help them achieve their long-term goals.

  • Investment Advisor

    1 month ago


    Winnipeg, Manitoba, Canada CI Financial Full time

    Investment Counsellor RoleAt CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.Key Responsibilities:Meet with clients and advisors to discuss investment goals...


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

    Overview:Royal Bank of Canada is a leading financial institution seeking an experienced Senior Portfolio Advisor to join our team in Winnipeg. As a key member of our team, you will be responsible for managing and growing a portfolio of mass affluent clients.

  • Senior Legal Advisor

    4 weeks ago


    Winnipeg, Manitoba, Canada beBee Professionals Full time

    Job Title: Senior Legal AdvisorLocation: Winnipeg, ManitobaCompany: beBee ProfessionalsJob Description:beBee Professionals is seeking a Senior Legal Advisor to provide expert legal advice and support to the organization. The successful candidate will be responsible for providing guidance on legal matters, researching and analyzing legal documents, and...

  • Financial Advisor

    3 weeks ago


    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    We are seeking skilled individuals to become part of our growing team at IG Wealth Management. As a Corporate Employed Advisor, you will utilize your Mutual fund licensed or Securities licensed expertise to provide exceptional financial services to our clients. This role offers a unique opportunity to work in a dynamic environment and contribute to the...


  • Winnipeg, Manitoba, Canada beBee Professionals Full time

    We are seeking a seasoned Financial Advisor to lead our corporate transactions team. The ideal candidate will have a strong background in mergers and acquisitions, capital raising, and corporate finance. They will be responsible for providing expert financial advice to clients, developing and maintaining relationships, and identifying potential...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the Role:The Corporate Financial Advisor position is a unique opportunity for a highly skilled and motivated individual to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing proactive, outstanding planning and advice to clients, leveraging the IG Living Plan to deliver holistic...


  • Winnipeg, Manitoba, Canada National Bank Full time

    Job Role: Banking AdvisorAt National Bank, we're committed to providing our clients with exceptional service and expert advice. As a Banking Advisor, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Provide personalized advice and solutions to clients' financial needs, including transaction, investment, and...


  • Winnipeg, Manitoba, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planning Specialist to join our team in Winnipeg, Canada.Job SummaryThe successful candidate will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for...


  • Winnipeg, Manitoba, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The bank helps its customers achieve success through various advice, products, and services.About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our Canadian Banking Branch network. As a Senior Financial Advisor, you will be...

  • Banking Advisor

    3 weeks ago


    Winnipeg, Manitoba, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients. You will work closely with our clients to understand their financial goals and develop personalized solutions to meet their...

  • Financial Advisor

    4 days ago


    Winnipeg, Manitoba, Canada KPMG-Canada Full time

    Company OverviewKPMG in Canada is a leading provider of audit, tax, and advisory services. Our firm has a long history of delivering exceptional results to clients across various industries.About the RoleWe are seeking an experienced Financial Advisor to join our Corporate Finance team in Winnipeg. This role will involve working on a wide range of financial...


  • Winnipeg, Manitoba, Canada Neo Financial Full time

    Transforming Financial ServicesAt Neo Financial, we're on a mission to revolutionize the way Canadians manage their finances. As a Senior Fullstack Developer, you'll play a critical role in shaping our technology stack and driving innovation.Key ResponsibilitiesDesign and develop high-quality, scalable fullstack applications using TypeScript, Node.js, and...


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

    Unlock Your Potential as a Senior Financial AdvisorWe are seeking an experienced and highly motivated Senior Financial Advisor to join our team at Royal Bank of Canada. As a key member of our organization, you will have the opportunity to work with a diverse range of clients, providing personalized financial guidance and advice to help them achieve their...


  • Winnipeg, Manitoba, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guiding our customers, their families and their communities towards success through a diverse range of advice, products and services.Job Description:Role OverviewWe are currently seeking a Mortgage Financial Advisor to join our team. As a key member of our organization, you will have the...


  • Winnipeg, Manitoba, Canada Neo Financial Full time

    Transform Financial Services with UsAt Neo Financial, we're revolutionizing the way Canadians manage their finances. As a Senior Fullstack Developer, you'll play a crucial role in shaping our cutting-edge technology stack and delivering exceptional user experiences.We're a team of passionate innovators, and we're looking for someone who shares our vision and...


  • Winnipeg, Manitoba, Canada Sun Life Full time

    Unlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key responsibilities...


  • Winnipeg, Manitoba, Canada Wellington-Altus Full time

    About Wellington-AltusWealthy investors seek financial institutions that prioritize regulatory compliance and exceptional service. As a leading investment dealer in Canada, Wellington-Altus Financial Inc. delivers top-tier services while fostering entrepreneurial advisors and their high-net-worth clients.The OpportunityJoin our team as a Senior Financial...


  • Winnipeg, Manitoba, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:At RBC Dominion Securities Inc., we are seeking a highly skilled and motivated Wealth Management Professional to join our team. As an Investment Strategist, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key Responsibilities:You will be responsible for...