Financial Planner, Relationship Manager

0000050007 Royal Bank of Canada; 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 a portfolio of affluent clients. You will provide tailored financial planning advice and develop strong client relationships. The ideal candidate has a Financial Planning Designation and at least 3 years of experience, with a requirement for fluency in English and Mandarin. This full-time role offers competitive compensation and comprehensive rewards.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Excellent career development opportunities

Qualifications

• Minimum 3 years’ experience in financial planning.
• Proven ability to develop a strong referral network.

Responsibilities

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

Skills

Financial Planning Designation

Mutual Funds License

Networking skills

Client acquisition skills

Fluent in English

Fluent in Mandarin

Fluent in Cantonese

Education

Financial Planning Designation (PFP or CFP or QAFP)

Job description

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 . 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 :

2855 PEMBINA HWY : 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 : 2025-07-25

Application Deadline :

2025-08-08 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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