Financial Planner, Relationship Manager

RBC; Winnipeg; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Stock options

Career development

World-class training

Job summary

RBC in Winnipeg invites an experienced Financial Planner to manage and grow a mass affluent client portfolio in the Winnipeg Market. You will conduct ongoing reviews, build long-term relationships through holistic financial planning and world-class advice, and deliver solutions that help clients reach their goals.

You will operate in a base-plus-commission environment, leveraging a broad range of investment, credit, and banking products to meet targets while delivering exceptional service.

Qualifications

• Must-have: Financial Planning Designation (PFP or CFP or QAFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Fluent in English and Mandarin is required. Fluent in Cantonese is an asset.

Responsibilities

• 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

Skills

Business Development

Client Centricity

Communication

Long Term Planning

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 within the Winnipeg Market.

Job Description

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Winnipeg Market. 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.

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
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Fluent in English and Mandarin is required. Fluent in Cantonese 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: 111 VERMILLION RD: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: 2026-08-05

Application Deadline: 2026-08-27

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.