Financial Planner, Investment

2 weeks ago

Brandon, Manitoba, Canada Royal Bank of Canada Full time

Job Description

What is the opportunity?

*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are 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.

What will you do?

  • 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

What do you need to succeed?

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

  • Must be mobile within 100 KM of Brandon, MB

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

#LI-RZ1

RBCFP

 

Job Skills

Additional Job Details

Address:

661 18 ST:BRANDON

City:

Brandon

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities

  • Financial Planner, Investment

    2 days ago

    Brandon, Manitoba, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside...

  • Financial Planner, Relationship Manager

    5 hours ago

    Brandon, Manitoba, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Brandon, Manitoba Market. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Director Wealth Management

    2 days ago

    Brandon, Manitoba, Canada Sunrise Credit Union Full time

    Job DetailsDescriptionTitle:Director, Sunrise Wealth ManagementLocation:BrandonPosition Close Date:January 27, 2026At Sunrise Credit Union, we believe in more than banking — we believe in strengthening our communities, empowering our members, and enabling teams to bring their best ideas forward. As one of Manitoba's fastest-growing credit unions, we pride...

  • Hotel Accountant

    2 weeks ago

    Brandon, Manitoba, Canada Canad Inns Full time

    We are pleased to invite a dedicated Hotel Accountant to join our team. In this part-time role, you will be responsible for ensuring accurate and timely reporting of all property revenues. Your expertise will support the hotels financial integrity and contribute to smooth, efficient operations.Responsibilities include but are not limited to:Collect cash from...

  • Shift Supervisor Trainee

    6 days ago

    Brandon, Manitoba, Canada CVS Health Full time US$16 - US$24

    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for...

  • Shift Supervisor Trainee

    5 days ago

    Brandon, Manitoba, Canada CVS Health Full time US$16 - US$24

    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for...

  • Customer Experience Associate

    2 weeks ago

    Brandon, Manitoba, Canada TD Securities Full time

    Work Location:Brandon, Manitoba, Canada*Hours:*18.75*Line Of Business:*Personal & Commercial Banking*Pay Details:*TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

  • Customer Experience Associate

    2 weeks ago

    Brandon, Manitoba, Canada TD Securities Full time

    Work Location:Brandon, Manitoba, Canada*Hours:*15*Line Of Business:*Personal & Commercial Banking*Pay Details:*$ $27.21 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices...

  • Customer Experience Associate

    2 weeks ago

    Brandon, Manitoba, Canada TD Full time

    Work Location:Brandon, Manitoba, CanadaHours:18.75Line of Business:Personal & Commercial BankingPay Details:-TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

  • Customer Service Associate

    2 weeks ago

    Brandon, Manitoba, Canada Value Village Full time

    Description Position at Value VillageJob Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores...