Financial Planning Specialist

1 month ago


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

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC 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, including best-in-class proprietary and select third-party mutual fund 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

Must-have

  • 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
  • Bilingual - English and German Speaking an asset

What's in it for you?

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.

  • 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


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

    Job SummaryRole OverviewWe are seeking a skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial planning advice and solutions using our...


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

    About the OpportunityWe are seeking a highly motivated Financial Planning Specialist to join our team in Brandon, Manitoba. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients.What You Will DoDevelop and implement tailored financial planning strategies using RBC's comprehensive...


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

    Job SummaryRole DescriptionAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside 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...


  • Brandon, Manitoba, Canada Reesink Canada Holdings Full time

    Job Title: Financial Operations SpecialistAbout the JobWe are seeking an experienced Financial Operations Specialist to join our team at Reesink Canada Holdings.Your primary responsibilities will include processing and maintaining all Accounts Payable, processing cheque runs, and reconciling all cash accounts.You will also be responsible for following up on...


  • Brandon, Manitoba, Canada Pro-Care Health Services LTD Full time

    Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at Pro-Care Health Services LTD. As an Accounting Specialist, you will play a critical role in maintaining the financial integrity of our organization.Responsibilities:Maintain accurate and up-to-date financial records, including general ledgers and financial...

  • Financial Assistant

    4 weeks ago


    Brandon, Manitoba, Canada Assiniboine Community College Full time

    We are seeking a detail-oriented and organized Financial Assistant to join our team at Assiniboine Community College. As an Accounts Payable Specialist, you will be responsible for managing and processing financial transactions, maintaining accurate records, and ensuring compliance with financial regulations.Key Responsibilities:Process and reconcile...


  • Brandon, Manitoba, Canada Koch Fertilizer Full time

    Koch Fertilizer is a leading provider of value-added solutions for the agriculture, turf and ornamental, energy and chemical markets. Our subsidiary, Koch Ag & Energy Solutions, LLC, is a global company that makes things grow better with plant nutrient and biological technologies.We create vital ingredients that help our customers achieve their goals. Before...


  • Brandon, Manitoba, Canada City of Brandon Full time

    Job Title: Financial AnalystJob Summary:As a key member of the City of Brandon's finance team, the Financial Analyst will play a critical role in supporting the development and implementation of financial plans and strategies.The successful candidate will have a strong educational background and significant experience in finance, with a proven track...

  • Accounting Specialist

    4 weeks ago


    Brandon, Manitoba, Canada Pro-Care Health Services LTD Full time

    Accounting Specialist Job DescriptionWe are seeking a skilled Accounting Specialist to join our team at Pro-Care Health Services LTD. As an Accounting Specialist, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate...

  • Accounting Specialist

    4 weeks ago


    Brandon, Manitoba, Canada Pro-Care Health Services LTD Full time

    At Pro-Care Health Services LTD, we are seeking a highly skilled Accounting Specialist to join our team. 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. Additionally, the Accounting Specialist will be responsible for keeping...


  • Brandon, Manitoba, Canada beBee Professionals Full time $35,000 - $50,000

    We are seeking a highly skilled Bookkeeping Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and...


  • Brandon, Manitoba, Canada RBC Full time

    Job SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC 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...

  • Financial Assistant

    4 weeks ago


    Brandon, Manitoba, Canada Assiniboine Community College Full time

    We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Assiniboine Community College. As a key member of our finance department, you will be responsible for managing accounts payable, ensuring timely and accurate payment processing, and maintaining financial records.Key Responsibilities:Process and verify invoices for...

  • Healthcare Specialist

    2 weeks ago


    Brandon, Manitoba, Canada Prairie Mountain Health Full time

    Prairie Mountain Health is seeking a dedicated Healthcare Specialist to join our team. In this role, you will provide essential support in various aspects of public health care, including education and experience. Key responsibilities include:Education: College/CEGEPExperience: 1 to less than 7 monthsWorkplace information: HybridHealth benefits: Dental plan,...

  • Financial Planner

    4 weeks ago


    Brandon, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our array of investment and portfolio...

  • Financial Planner

    4 weeks ago


    Brandon, Manitoba, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...


  • Brandon, Manitoba, Canada Pro-Care Health Services LTD Full time

    Job SummaryWe are seeking a skilled Financial Accountant to join our team at Pro-Care Health Services LTD. The successful candidate will be responsible for preparing cheques for payroll, calculating fixed assets and depreciation, maintaining financial records, and preparing financial statements.Key ResponsibilitiesCalculate and prepare cheques for payroll...


  • Brandon, Manitoba, Canada Brandon University Full time

    Job SummaryWe are seeking a highly skilled Procurement Specialist to join our team at Brandon University. The successful candidate will be responsible for developing specifications for equipment, materials, and supplies to be purchased, negotiating offers from suppliers, and establishing delivery schedules.Key ResponsibilitiesAssess requirements of an...


  • Brandon, Manitoba, Canada Manitoba Government Full time

    Job SummaryThe Manitoba Government is seeking a highly organized and detail-oriented Administrative Support Specialist to join their team. As an Administrative Support Specialist, you will be responsible for providing administrative support to the Department of Families and the Department of Economic Development, Investment, Trade and Natural Resources. This...


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

    Job OverviewRoyal Bank of Canada is seeking a skilled Financial Planner to create custom investment solutions for clients. As an Investment and Retirement Planner, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesOffer tailored financial planning advice and solutions using our...