Investment Planner
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-22
Listing for:
RBC
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Shape financial futures with RBC as an Investment and Retirement Planner in Winnipeg. Utilize a diverse array of investment solutions to offer world-class advice to prospective clients.
As a key member of RBC's financial services, you will provide customized investment planning solutions while tapping into internal support for client referrals.
Your role involves networking, client acquisition, and developing partnerships to enhance service delivery and client satisfaction.
Key Responsibilities:
• Tailor financial planning advice with top-tier investment solutions
• Acquire new clients and consolidate existing RBC client assets
• Connect clients with relevant RBC team members
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven skills in networking and client acquisition
• Ability to build strong partner relationships
Leverage your expertise in financial planning and client service to excel at RBC in Winnipeg.
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