Financial Planner, Investment and Retirement Planning

Royal Bank of Canada; Winnipeg; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Winnipeg seeks a Financial Planner to provide tailored investment solutions. The role involves acquiring clients and assets, developing referral sources, and leveraging a network of internal partnerships. Ideal candidates will have a financial planning designation, networking skills, and be digitally savvy. This position offers competitive compensation, a comprehensive benefits program, and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Qualifications

• Minimum 2 years experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Acquire and consolidate clients and assets.
• Develop external business referral sources through networking.

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital Savviness

Fluent in English

Job description

Job Summary

Job Description

What is the opportunity

As an RBC Financial Planner Investment and Retirement Planning 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.

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

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

Fluent in English and a second language is an asset

Whats 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

Adaptability Business Development Client Centricity Curiosity

Additional Job Details

Address :

2350 MCPHILLIPS ST : WINNIPEG

City : WINNIPEG

Country : Canada

Work hours / week : 37.5

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

I nclusion 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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Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Experience : years

Vacancy : 1