Job Description
What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Winnipeg, MB Market **What will you do?Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planning Designation (QAFP, PFP® or CFP®)
Mutual Funds License (IFIC or CSC)
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
Digital Savviness, ability to effectively utilize mobile applications
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
World-class training programs and career development opportunities
The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
Address:
220 PORTAGE AVE:WINNIPEGCity:
WinnipegCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
CommissionPosted Date:
2025-10-23Application Deadline:
2026-07-19Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Financial Planner, Investment and Retirement Planning • WINNIPEG, Manitoba, Canada
A leading financial institution is looking for a Financial Planner in Manitoba.The role emphasizes developing client relationships through high-quality financial advice in a flexible manner.Candida... Show more
A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more
A reputable financial planning firm in Winnipeg is seeking an Associate Financial Planner to support Senior Advisors in client management and financial planning tasks.Responsibilities include prepa... Show more
A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Show more
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more
Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Show more
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity to support clients and NBF investment advisors (IA)... Show more
Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more
A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team.This role focuses on delivering personalized financial ... Show more
This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office.Founded in 2017, Wellington-Altus Financial Inc.Wellington-Altus) is the parent company to Wellington-Altus Private Cou... Show more
Our Wealth Management team is looking for a Senior Financial Planner.The successful candidate will be responsible for:.Identify complex financial planning needs and solutions for clients by conside... Show more
A global investment firm is seeking a Global Head of Financial Planning and Analysis in Canada to lead their financial strategy across multiple entities.This senior role involves budgeting, forecas... Show more
People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more
A leading financial consulting firm is seeking a Financial Modeling Expert to design institutional-grade financial modeling tasks.This part-time, remote role requires a minimum of 5 years of hands-... Show more
Shape the future of financial planning as a remote Financial Planner.Deliver client-centric solutions, leverage relationships, and build your practice in a flexible environment tailored for success... Show more
This role is for one of our clients.Compensation: $100 - $200/hour-pay.As a Financial Modeling Expert and shape the future of AI-driven financial analysis.In this high-impact, part-time role, you w... Show more
Seize a unique opportunity as Strategic Finance Manager at Affirm, leading innovative financial strategies within a remote work model.Shape the future of credit by refining revenue processes and dr... Show more
A growing healthcare company in Ottawa is seeking a Strategic Finance Manager to support its fast-growing segment.This role involves owning the economic model, developing business cases, and provid... Show more
Consults on wealth planning for high-net-worth individuals, focusing on cross-border taxation.Collaborates with Relationship Managers to develop financial plans and stay updated on legislative chan... Show more
Consults on wealth planning for high-net-worth individuals, focusing on cross-border taxation.Collaborates with Relationship Managers to develop financial plans and stay updated on legislative chan... Show more
){kind=logo}
