Senior Investment and Financial Advisor

2 weeks ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time
Unlock Your Potential as a Senior Investment and Financial Advisor

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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