Financial Planner

Position: Financial Planner at RBC
Elevate your career as a Financial Planner with RBC in Winnipeg. You'll manage a portfolio of affluent clients, delivering tailored financial advice and exceptional service.

As a Financial Planner, your goal is to cultivate long-term relationships by providing personalized financial planning guidance. You'll utilize a full suite of investment and banking solutions to optimize client success. The role requires a solid foundation in relationship management, networking, and maintaining client portfolios with expertise.

Key Responsibilities:

• Offer customized financial planning advice to clients

• Expand and maintain your portfolio through relationship management

• Collaborate with service partners to drive referrals

Requirements:

• Financial Planning Designation (PFP, CFP, or QAFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years’ experience in financial planning

• Proven client acquisition and networking skills

• Fluent in English and Mandarin;
Cantonese is an asset

Leverage your financial expertise at RBC and help clients achieve their long-term financial goals.
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