Financial Planning Specialist

4 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 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 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

Additional Job Details

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


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

    Unlock Your Potential as a Financial Planning SpecialistRoyal 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...


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

    About the RoleAs a Senior Financial Planning Specialist at the Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our Corporate Channel team. This role requires the ability to provide proactive, outstanding planning and advice to clients, leveraging the IG Living Plan. About the RoleThis position involves working primarily remotely, with opportunities to collaborate with colleagues in region...


  • Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the RoleWe are seeking a Senior Financial Planning Specialist to join our team at IG Wealth Management. As a key member of our Corporate Channel, you will be responsible for providing exceptional financial planning services to our clients.Job SummaryThe successful candidate will have 3+ years of client-facing financial planning experience and a strong...


  • Winnipeg, Manitoba, Canada Mapleville-Winnipeg United Trading Group Inc. Full time

    We are seeking a highly skilled Financial Operations Specialist to join our team at Mapleville-Winnipeg United Trading Group Inc. The ideal candidate will have a strong background in accounting and bookkeeping, with experience in calculating and preparing cheques for payroll, fixed assets, and depreciation. Additionally, the successful candidate will have...


  • Winnipeg, Manitoba, Canada MR. GARBAGE CORP. Full time

    Job Title: Financial Record SpecialistAbout the Role:We are seeking a detail-oriented Financial Record Specialist to join our team at MR. GARBAGE CORP. as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and calculating fixed assets and depreciation.Key...


  • Winnipeg, Manitoba, Canada CP Full time

    Job Title: Financial Operations SpecialistAt CP, we are seeking a highly skilled Financial Operations Specialist to join our team. This role will be responsible for leading the analysis and improvement of our financial processes, ensuring accuracy and efficiency in our financial operations.Key Responsibilities:Lead the analysis of existing financial...


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

    We are seeking a skilled Financial Planning Opportunity at Royal Bank of Canada, offering a unique chance to excel in a dynamic role.About the Job:This is a full-time position with an estimated salary of $80,000-$110,000 per year, depending on experience and qualifications. The job requires strong investment and credit knowledge, as well as excellent...


  • Winnipeg, Manitoba, Manitoba, Canada CI Financial Full time

    APERÇU DU POSTENous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...


  • Winnipeg, Manitoba, Canada MEAN TO CLEAN INC. Full time

    About MEAN TO CLEAN INC.We are seeking a detail-oriented Financial Operations Specialist to join our team. This is a full-time position with a competitive salary and benefits package.,Job SummaryThe Financial Operations Specialist will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with...


  • Winnipeg, Manitoba, Canada CP Full time

    Company Overview:CPKC is a leading organization that values financial integrity and accuracy. As a key player in the industry, we are committed to excellence and innovation.Salary: $80,000 - $110,000 per yearJob Description:We are seeking an experienced Financial Analyst and Reporting Specialist to join our team. In this role, you will be responsible for...


  • Winnipeg, Manitoba, Canada BLUE SHARK SOLUTION INC Full time

    Job Title: Financial Accounting SpecialistJob Summary: We are seeking a highly skilled Financial Accounting Specialist to join our team at BLUE SHARK SOLUTION INC. As a Financial Accounting Specialist, you will be responsible for maintaining accurate and detailed financial records, preparing financial statements, and ensuring compliance with accounting...


  • Winnipeg, Manitoba, Canada western financial Full time

    As a key member of our team at Western Financial, you will play a vital role in delivering exceptional client service and growth for our Employee Benefits clients. Located in Winnipeg, MB, this exciting opportunity is now available for a talented Insurance Benefits Specialist.About the RoleWe are seeking an experienced Insurance Benefits Specialist to join...


  • Winnipeg, Manitoba, Canada CP Full time

    Financial Operations Specialist This role involves analyzing financial data and processes to identify areas for improvement and implement changes that enhance efficiency and accuracy. Key responsibilities include:Documenting business processes and workflows to support effective communication and knowledge-sharingConducting in-depth analysis of revenue and...


  • Winnipeg, Manitoba, Canada Realtrustia Property Management Full time

    We are seeking a skilled Financial Operations Specialist to join our team at Realtrustia Property Management. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts. Your expertise in accounting software and QuickBooks will be...


  • Winnipeg, Manitoba, Canada LUMINOSITY GROUP LTD Full time

    Financial Transaction Specialist Role at LUMINOSITY GROUP LTDWe are seeking a diligent and detail-oriented individual to join our team as a Financial Transaction Specialist. In this role, you will be responsible for calculating fixed assets and depreciation, maintaining general ledgers and financial statements, and preparing other statistical, financial and...


  • Winnipeg, Manitoba, Canada Utmost Financial Inc. Full time

    Job SummaryUtmost Financial Inc. is seeking a highly organized and detail-oriented Office Support Specialist to join our team. As an Office Support Specialist, you will be responsible for providing administrative support to our finance and insurance team.Key ResponsibilitiesArrange and coordinate seminars, conferences, and other eventsSchedule and confirm...


  • Winnipeg, Manitoba, Canada 508 Sherbrook Lodge Inc. Full time

    Job SummaryWe are seeking a highly skilled Accounting and Financial Specialist to join our team at 508 Sherbrook Lodge Inc.About the RoleThe successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, calculating fixed assets and depreciation, and reconciling accounts. They will also be required to...


  • Winnipeg, Manitoba, Canada Goodall Transport Ltd. Full time

    Job Title: Financial Records SpecialistAbout Goodall Transport Ltd.We are a dynamic transportation company seeking an experienced Financial Records Specialist to join our team. In this role, you will be responsible for maintaining accurate and up-to-date financial records, ensuring compliance with relevant laws and regulations.Estimated Salary:$45,000 -...


  • Winnipeg, Manitoba, Canada TG Maintenance INC. Full time

    About TG Maintenance INC.We are a dynamic company looking for a skilled Financial Records Specialist to join our team. As a key member of our organization, you will be responsible for maintaining accurate financial records and ensuring the smooth operation of our accounting systems.Job OverviewThis is a permanent, full-time position that offers a competitive...