RBC Investment Financial Planner Val-D
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-04
Listing for:
0000050007 Royal Bank of Canada
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
Drive your career forward with RBC as an Investment Financial Planner in Val-D'Or, Canada. Focus on crafting investment solutions and building strong client relationships for sustainable growth.
In this full-time role, you will provide exceptional investment and retirement planning advice tailored to clients. Your expertise in leveraging diverse investment solutions will enhance client experiences and contribute to their long-term success. By collaborating with internal partners, you will create referral opportunities and expand your client base.
Key Responsibilities:
• Craft personalized financial planning solutions for clients
• Target and retain new clients through networking
• Ensure clients are matched with RBC experts
• Build external referral sources for business expansion
Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC) required
• At least 2 years' experience in financial planning
• Demonstrable networking capabilities
• Ability to cultivate strong client relationships
Join RBC to make a significant impact in financial planning and elevate client success.
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