Financial Planner
Financial Planner
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Job Description
Job Summary
Job Description
What is the opportunity
As an RBC Financial Planner you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances creating long-term relationships through superior advice financial planning expertise and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation you can create the future you want for yourself and for the clients you advise.
Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market
What will you do
- Provide tailor-made financial planning advice and help clients reach their goals using our unparalleled array of investment credit and everyday banking solutions
- Actively maintain and expand your portfolio of clients using value-based relationship management practices achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed
Must-have
- Financial Planning Designation (PFP orCFP or QAFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- Ability to be decisive in decision makingand process heavyvolumes
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Fluent in English and Second Language is an asset
Whats in it for you
We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic collaborative progressive and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
RBCFP
Job Skills
Business Opportunities Customer Relationship Management (CRM) Finance Strategy Financial Products Holistic Financial Planning Investments Relationship BuildingAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Employment Type
Full-Time
