Financial Planner

0000050007 Royal Bank of Canada; Winnipeg; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading financial institution in Winnipeg seeks a Financial Planner to manage and grow a portfolio of mass affluent clients. You will provide personalized financial advice, develop strong relationships, and achieve performance targets. The role demands at least 3 years of experience in financial planning and offers a full-time position with unlimited earning potential and benefits.

Benefits

Full-time employee status with unlimited earning potential

World-class training program in financial services

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning within a financial institution.
• Ability to develop a strong referral network.
• Decisive in decision making and process heavy volumes.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Maintain and expand your portfolio using relationship management.
• Cultivate relationships with service partners for business opportunities.

Skills

Financial Planning Designation (PFP, CFP, QAFP)

Mutual Funds License (IFIC, CSC)

Networking and client acquisition skills

Strong investment and credit experience

Fluency in English

Job description

time left to apply End Date: September 3, 2025 (26 days left to apply)

job requisition id R-0000089854

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes 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.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market

What will you 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

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP orCFP or QAFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning within a financial institution
• Strong investment and credit experience/knowledge
• Ability to be decisive in decision makingand process heavyvolumes
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Fluent in English and Second Language is 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.

• 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

RBCFP

Job Skills

Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes 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.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market

What will you 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

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP orCFP or QAFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning within a financial institution
• Strong investment and credit experience/knowledge
• Ability to be decisive in decision makingand process heavyvolumes
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Fluent in English and Second Language is 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.

• 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

RBCFP

Job Skills

Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Additional Job Details

Address:

370 PORTAGE AVE:WINNIPEG

City:

Winnipeg

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-30

Application Deadline:

2025-09-03

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.

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time left to apply End Date: August 8, 2025 (7 hours left to apply)

time left to apply End Date: August 13, 2025 (5 days left to apply)

time left to apply End Date: September 4, 2025 (27 days left to apply)

About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact .