Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Join to apply for the Financial Planner, Investment and Retirement Planning role at RBC
.

Posting Date:

Final date to receive applications:

As an RBC Investment and Retirement Planner, 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.

Specific location is to be determined. Successful incumbent must be mobile within the Winnipeg, MB market.

• 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.

• Financial Planning Designation (QAFP, 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;
  Mandarin is an asset.

• 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.

Adaptability, Business Development, Client Centricity, Curiosity.

• Address: 220 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: Commission

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.

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.