Financial Planner, Investment & Retirement Planning

Create custom investment solutions for prospective and existing clients using proprietary and third-party mutual fund options. Acquire and consolidate new-to-RBC clients and assets while connecting them with the appropriate team members to meet evolving needs. Develop external business referral sources through networking, marketing, and leveraging centers of influence. Provide tailor-made financial planning advice supported by internal partners who send client referrals your way. Work 37.5 hours weekly in Winnipeg, Manitoba, with a flexible schedule based on client preferences and personal work-life balance.