Financial Planner - Southwest Manitoba

RBC

Vue: 163

Jour de mise à jour: 29-05-2024

Localisation: Brandon Manitoba

Catégorie: Finance / Banque / Stock Ventes

Industrie: Banking Financial Services

Type d’emploi: Full-time

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le contenu du travail

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Financial Planner - Southwest Manitoba

Job Description

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 or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

Job Summary

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Manitoba Southwest Markets. (Please note specific location is to be determined). 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.

Address:

BRANDON, Manitoba, Canada

City:

CAN-MB-BOISSEVAIN-MORTON, CAN-MB-BRANDON, CAN-MB-GLENBORO-SOUTH CYPRESS, CAN-MB-OAKLAND-WAWANESA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-05-31-07:00

Application Deadline:

2022-06-08-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.
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Date limite: 13-07-2024

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