Financial Planning Specialist
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-27
Listing for:
RBC
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Transform client investments as an RBC Financial Planner in Winnipeg. Offer personalized retirement and investment solutions backed by strong internal support to enhance client satisfaction.
In this full-time role, you will deliver customized financial planning advice while proactively networking and acquiring clients to meet their financial needs. Leverage innovative technology and tools for efficient client service and portfolio management.
Key Responsibilities:
• Provide tailored advice focused on financial planning and investment
• Acquire and manage RBC clients and their investment portfolios
• Collaborate with RBC team members to meet client requirements
• Generate referrals through strategic networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years’ financial planning experience
• Excellent networking and client acquisition skills
• Strong ability to cultivate partner relationships
Utilize your financial acumen and networking skills to thrive in this rewarding role at RBC.
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