Certified Financial Consultant

1 week ago


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

Job Summary

A highly rewarding opportunity awaits a skilled Financial Planner to join Royal Bank of Canada in Winnipeg, where you will have the chance to manage and grow a portfolio of mass affluent clients.

As an RBC Financial Planner, you will be responsible for providing ongoing comprehensive reviews of your clients' financial circumstances, building long-term relationships through superior advice, financial planning expertise, and ongoing services.

Your boundless energy to meet targets and passion for holistic financial planning will enable you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What You Will Do

  • 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

To succeed in this role, you must have:

  • A Financial Planning Designation (PFP or CFP or QAFP).
  • A Mutual Funds License (IFIC or CSC).
  • A minimum of 3 years' experience in financial planning within a financial institution.
  • Strong investment and credit experience/knowledge.
  • The ability to be decisive in decision making and process heavy volumes.
  • Proven networking and client acquisition skills.
  • The ability to develop a strong referral network.
  • Fluency in English and a second language is an asset.

Compensation and Benefits

We offer a competitive salary range of $65,000 - $100,000 per year, based on experience, as well as:

  • 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.

About Royal Bank of Canada

Royal Bank of Canada is a leader in the financial services industry, committed to delivering trusted advice and exceptional service to our clients and communities.

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.


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