Financial Planner

RBC; Winnipeg; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Winnipeg is seeking a Financial Planner to manage and grow a portfolio of affluent clients. You will provide tailored financial planning advice and cultivate relationships with service partners to optimize business opportunities. The ideal candidate has a Financial Planning Designation and at least 3 years of financial planning experience. This role offers a full-time position with unlimited earning potential and full benefits.

Benefits

Unlimited earning potential

Dynamic, collaborative team

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning within a financial institution.
• Strong investment and credit experience/knowledge.
• Proven networking and client acquisition skills.

Responsibilities

• Provide tailor-made financial planning advice.
• Actively maintain and expand your portfolio of clients.
• Cultivate relationships with service partners.

Skills

Business Opportunities

Customer Relationship Management (CRM)

Finance Strategy

Financial Products

Holistic Financial Planning

Investments

Relationship Building

Education

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Job description

Overview

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 or CFP 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 making and process heavy volumes
• 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: 2025-10-01

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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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 at jobs.rbc.com.