Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning at RBC

Location: Brandon, Manitoba, Canada

Mobile Coverage: Must be mobile within 100 km of Brandon (Portage La Prairie, Winkler, Dauphin).

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.

• Provide tailor‑made financial planning advice and solutions using RBC’s array of investment and portfolio solutions.
• Acquire and consolidate existing and new-to‑RBC clients and assets.
• Connect clients with the right RBC team members to continuously meet their needs.
• Develop external business referral sources through networking, marketing and your centres of influence.

• Financial Planning Designation (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.
• Must be mobile within 100 km of Brandon, MB.

• A comprehensive Total Rewards Program with flexible benefits, competitive commission structure, and pension options.
• World‑class training programs and career development opportunities.
• Flexible work schedule based on client preferences and your work/life balance.
• Innovative mobile technology to ensure your success.

Employment Type: Full time

Work Hours / Week: 37.5

Pay Type: Commission

Address: 661 18 ST, BRANDON

City: Brandon

Country: Canada

Final date to receive applications: :59 PM (day prior to deadline).

At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a workplace based on respect, belonging and opportunity for all.

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