Senior Investment and Financial Advisor
2 weeks ago
In this exciting role at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. As a trusted advisor, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.
Your key responsibilities will include:
- Providing tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
- Acquiring and consolidating existing and new-to-RBC clients and assets.
- Connecting clients with the right RBC team members to help continuously meet their needs.
- Developing external business referral sources through networking, marketing, and your centres of influence.
To succeed in this role, you must possess:
- A financial planning designation (QAFP, PFP, or CFP).
- A 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.
We offer a comprehensive Total Rewards Program including a competitive salary range of $80,000 - $120,000 per year, flexible benefits, pension options, world-class training programs, career development opportunities, and more.
Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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Senior Financial Advisor
2 weeks ago
Winnipeg, Manitoba, Canada Scotiabank Full timeJob Summary:A highly rewarding opportunity exists for a skilled Senior Financial Advisor to join our team at Scotiabank in Winnipeg, Manitoba.About the Role:As a Senior Financial Advisor, you will be responsible for delivering exceptional customer service and providing personalized financial strategies to help clients achieve their goals.You will take a...
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Senior Financial Advisor
3 weeks ago
Winnipeg, Manitoba, Canada Scotiabank Full timeJob Title:Senior Financial Advisor - Winnipeg Branch OpportunityCompany OverviewScotiabank is a leading bank in the Americas, committed to making a difference in our communities. Our purpose drives us: for every future.Estimated Salary Range$60,000 - $120,000 per year, based on experience and qualifications.Job DescriptionWe are seeking a Senior Financial...
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Expert Financial Advisor
2 weeks ago
Winnipeg, Manitoba, Canada RBC Full timeAre you passionate about helping clients achieve their long-term financial goals? Do you have a strong background in financial planning and investment management?About the RoleWe are seeking an experienced Financial Planner to join our team at RBC. As a key member of our team, you will work closely with clients to understand their financial needs and create...
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Senior Financial Planning Expert
2 weeks ago
Winnipeg, Manitoba, Canada Scotiabank Full timeWe are seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. This is a dynamic role that requires a customer-centric approach, with the ability to connect with people in a relatable way.About the RoleAs an essential member of our team, you will provide exceptional service throughout the customer's journey by:Taking a...
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Senior IT Technical Business Advisor
3 weeks ago
Winnipeg, Manitoba, Canada HUB Technology Solutions Ltd Full timeHUB Technology Solutions Ltd is a dynamic company that offers client-focused IT solutions and strategic guidance. We are a team of innovative information technology experts with a passion for solving problems.**Job Summary:**We are seeking an experienced Senior IT Technical Business Advisor to join our team. As a key member of our team, you will be...
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Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob SummaryAs a Senior Investment and Retirement Solutions Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. With internal partners' support, you will focus on prospecting and networking to drive new business opportunities.Key ResponsibilitiesProvide tailored financial planning advice and...
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Strategic Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada The Chartered Professional Accountants Of Manitoba Full timeJob SummaryWe are seeking a highly skilled Strategic Financial Advisor to join our team at The Chartered Professional Accountants Of Manitoba. As a key member of our organization, you will play a crucial role in driving financial decision-making and strategy.About the RoleThis is a full-time opportunity with an estimated salary range of $80,000 - $110,000...
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Investment Portfolio Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeAbout Royal Bank of CanadaRoyal Bank of Canada is Canada's leading full-service investment and wealth management firm, backed by the country's largest financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping clients build and preserve their wealth.Salary Estimate: $60,000 - $80,000 per yearJob...
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Senior Financial Planning Consultant
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeDiscover a rewarding career as a Senior Financial Planning Consultant at the Royal Bank of Canada (RBC). Our team seeks a motivated and skilled professional to create custom investment solutions for our clients.About the Opportunity:We are seeking an experienced financial planning expert to join our dynamic team. As a Senior Financial Planning Consultant,...
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Senior Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeRole OverviewWe are seeking a talented and self-directed Senior Wealth Management Associate to join our dynamic team. This role is responsible for providing proactive advice and support to clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm.Job DescriptionIn this role, you will be responsible for...
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Financial Services Representative
3 weeks ago
Winnipeg, Manitoba, Canada BMO Financial Group Full timeWe are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.About the RoleAs a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support...
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Senior Insurance Data Analyst
4 weeks ago
Winnipeg, Manitoba, Canada western financial Full timeAbout Western FinancialAs a leading insurance provider in Canada, Western Financial has an extensive presence across the country with over 220 locations and a team of more than 2,100 dedicated professionals. Our company's guiding principles of Truthfulness, Fairness, Value, and Loyalty drive our actions and decisions.Compensation PackageWe offer a highly...
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Senior Financial Advisor
4 weeks ago
Winnipeg, Manitoba, Canada The Chartered Professional Accountants Of Manitoba Full timeAbout Fort Group, a dynamic and mid-sized accounting firm, we take pride in providing exceptional financial and business advisory services to our valued clients.Job OverviewThe Senior Accountant works in a team environment preparing assurance, compilation, tax, and other engagement files under the supervision of a Manager, Senior Manager, or Partner. This...
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Real Estate Director, Strategic Operations
2 weeks ago
Winnipeg, Manitoba, Canada Mackenzie Financial Corporation Full timeMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada. With approximately $271 billion in total assets under management, the company provides comprehensive financial planning and investment management services to over two million Canadians.The corporation operates under a unique business model, with Mackenzie...
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RBC Investment Advisor: Unlock Your Potential
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a strong presence in the wealth management industry. Our mission is to provide exceptional investment advisory services to our clients, helping them achieve their financial goals.
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Senior Business Strategy Advisor
4 weeks ago
Winnipeg, Manitoba, Canada MNP Full timeCompany OverviewMNP is a leading national accounting, tax and business advisory firm in Canada.We are a proud Canadian company that provides business strategies and solutions to our clients. Our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.Estimated Salary Range: $80,000 -...
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Financial Services Coordinator
2 weeks ago
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeCompany Overview:Royal Bank of Canada is a leading investment and wealth management firm with a strong focus on building long-lasting relationships with our clients. Our team is committed to delivering exceptional service and support, enabling us to achieve our goal of helping our clients succeed financially.Salary: $62,000 - $75,000 per year, depending on...
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Financial Services Professional
4 weeks ago
Winnipeg, Manitoba, Canada Scotiabank Full timeJob Title: Senior Financial AdvisorEstimated Salary Range: $80,000 - $120,000 per year.About the RoleThis role offers a unique opportunity to join Scotiabank’s Canadian Banking Branch network as a Senior Financial Advisor. As an essential member of our team, you will be responsible for providing exceptional service to customers throughout their financial...
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Strategic Operations Director
3 weeks ago
Winnipeg, Manitoba, Canada Ileen International Investment Inc. Full timeJob DescriptionIleen International Investment Inc. seeks an experienced and visionary Strategic Operations Director to spearhead the organization's growth and success.Company OverviewWe are a dynamic investment company dedicated to delivering exceptional returns to our clients. Our mission is to provide innovative solutions and expert guidance to help our...
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Senior Banking Consultant
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleAs a Senior Banking Consultant at National Bank, you will play a key role in providing expert advice to clients and driving business growth. With a focus on delivering exceptional customer experiences, you will be responsible for greeting clients, answering their questions, and helping them navigate our banking applications and ABMs.You will...