Investment Retirement Financial Planner
RBC
Investment and retirement planning specialists at RBC create custom solutions using investment expertise, networking, and client acquisition skills. Opportunities span Edmonton and northern Alberta.As a Financial Planner, Investment and Retirement Planning, you develop relationships with prospective and existing RBC clients. You provide tailored advice using investment and portfolio solutions, including proprietary and third-party mutual funds. Internal partners provide client referrals while you build external referral sources.Key Responsibilities:
Create custom investment and retirement planning solutionsAcquire new clients and consolidate existing assetsBuild external referrals through networking and marketingDevelop relationships with centres of influenceConnect clients with suitable RBC team membersRequirements:
Financial Planning Designation: PFP, QAFP, or CFPMutual Funds License through IFIC or CSCAt least two years in financial planningDemonstrated networking and client acquisition skillsCommunication and long-term planning capabilitiesUse investment and retirement planning expertise to develop RBC client relationships and deliver tailored financial solutions.
#J-18808-Ljbffr
Create custom investment and retirement planning solutionsAcquire new clients and consolidate existing assetsBuild external referrals through networking and marketingDevelop relationships with centres of influenceConnect clients with suitable RBC team membersRequirements:
Financial Planning Designation: PFP, QAFP, or CFPMutual Funds License through IFIC or CSCAt least two years in financial planningDemonstrated networking and client acquisition skillsCommunication and long-term planning capabilitiesUse investment and retirement planning expertise to develop RBC client relationships and deliver tailored financial solutions.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Investment Retirement Financial Planner in Winnipeg, MB vacancy
- RBC is recruiting a Financial Planner, Investment and Retirement Planning, to develop relationships with and craft custom investment solutions for clients. You will be supported by internal partners who refer clients, with an emphasis on holistic financial planning and long-...SuggestedLong term contract
RBC
Winnipeg, MB1 hour ago - Elevate your career as an RBC Financial Planner focused on Investment and Retirement Planning. Deliver tailored financial solutions and grow your existing client portfolio for lasting success. In this specialized position, you'll manage a diverse portfolio of affluent clients...SuggestedLong term contract
RBC
Winnipeg, MB1 hour ago - ...relationship management, in-depth financial advice and exceptional client... .... As a Senior Financial Planner, you’ll expertly deliver on CIBC... ...by delivering trusted investment advice and creating complex financial... ...in investment, estate, retirement, tax planning and credit planning...SuggestedBank staffLocal areaFlexible hoursAfternoon shift
- Select how often (in days) to receive an alert: Title: Financial Advisor, Investment & Retirement Planning - Yonge & 16th, Richmond HillRequisition ID:... ...Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the...SuggestedRelocation package
Scotiabank
Winnipeg, MB1 hour ago $100k - $125k per year
...role impact the organization? The Senior Financial Planner is an integral member of our Total... ...you expect from us? Our most important investment is in people. Upon eligibility, Raymond... ...financial planning, including education, retirement, income tax, estate and insurance and risk...SuggestedWork at officeFlexible hoursRaymond James Financial
Winnipeg, MB1 hour ago- A career as a Senior Financial Planning Advisor or Senior Financial... ...for high-net-worth clients and Investment Advisors. In this role, you... ...and clients on financial, tax, retirement, and estate planning matters.... ...a national team of financial planners, estate planning specialists,...Flexible hours
National Bank of Canada
Winnipeg, MB1 hour ago $100k - $120k per year
...Common Wealth Common Wealthexists to make retirement security accessible to all Canadians. As... ...thousands of Canadians build long-term financial security. Our award-winning retirement... ...personal partnership.As a Senior Financial Planner on the team, you will berelied upon tohelp...Long term contractWork at officeCommonwealth Retirement Advisors
Winnipeg, MB1 hour ago$250k per year
...customers and assisting them in achieving their financial goals by providing an integrated high-... ...high potential for caisse savings and investments (250,000 dollars and more), recruited... ...predictable, stable income throughout retirement Group insurance including telemedicine...InternshipRemote workFlexible hoursDesjardins
Winnipeg, MB1 hour ago$80k - $120k per year
...CI Assante Wealth Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management team in Surrey and Abbotsford... ...lives. Its approach brings together financial planning, investment management, risk management and long-term wealth strategies...Long term contractCasual workWork at officeMonday to fridayDestinationone Consulting Inc.
Winnipeg, MB1 hour ago- What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide... ...clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions Actively grow,...Long term contractFull timeLocal areaFlexible hours
RBC
Winnipeg, MB1 hour ago - ...high-net-worth client strategies through financial planning, taxation, and estate planning... ...you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive... ..., provide guidance on financial, tax, retirement, and estate matters, and support wealth...
National Bank of Canada
Winnipeg, MB1 hour ago - ...-quality service? As a Group Retirement Client Relationship Manager (... ...building. You will represent iA Financial Group and interact with our... ...in assets and half a billion invested in technological innovation,... ...following entities: iA Services financiers, iA assurance auto et...Work at office
$5000 per month
...Canadian investors build better financial futures for over 35 years. We... ...a range of trusted investment portfolios and services - and... ...be advising clients on how to invest their portfolios and prepare... ...asset CFP (Certified Financial Planner) or PFP (Personal Financial Planner...Long term contractRemote workHome officeFlexible hoursFidelity International
Winnipeg, MB1 hour ago- ...in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team)... ...is called Financial Advisor, Investment & Retirement (FAIR). #financialplanner Location(s):...Long term contractWork at officeLocal areaFlexible hours
Scotiabank
Winnipeg, MB1 hour ago - ...clients.This specialist role partners with Investment Advisors to gather and maintain high-net-worth client assets. You will address retirement, cash flow, trusts, holding companies,... ...relationships with CGWM advisorsPresent financial plans virtually or in personCollaborate with...
Canaccord Genuity Group Inc.
Winnipeg, MB1 hour ago - Build investment relationships as a Scotia Financial Planner serving Delta and Surrey, using financial planning and client acquisition skills. This mobile role includes frequent travel.Scotiabank’s Scotia Financial Planning team supports mass affluent clients through high quality...
Scotiabank
Winnipeg, MB1 hour ago - Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial advice and education... ...expanding team at Common Wealth that aims to make retirement security accessible to all Canadians. This hands-on...
Commonwealth Retirement Advisors
Winnipeg, MB1 hour ago - ...this range to apply as well. About The RoleWe’re looking for a Financial Analyst for our growing private placement team, called the... ...to several firms of different sizes through lending and equity investments, in addition to supporting succession planning and sound investment...Long term contractInternshipWork at officeFlexible hours
Intact
Winnipeg, MB1 hour ago $90k - $110k per year
L'analyste financier, Croissance et investissements pilote la modélisation financière et l'évaluation économique de projets d'investissement majeurs tout au long de leur cycle de développement et de construction. Il soutient les décisions d'investissement, le financement...Flexible hoursMichael Page
Winnipeg, MB1 hour ago- Support RBC Dominion Securities’ Family Enterprise Advisory team with strategic financial planning, client communication, and business development in Vancouver.This Senior Financial Planner position serves complex Ultra-High-Net-Worth and High-Net-Worth relationships within...
RBC Dominion Securities Inc.
Winnipeg, MB1 hour ago - Senior Investment Financial Analyst in Calgary building robust Excel models and evaluating opportunities for Hopewell Development LP. This is primarily an onsite role.Reporting to the Manager, Financial Analysis, this senior position supports investment and development decisions...Work at office
Hopewell Development LP
Winnipeg, MB1 hour ago - About the Role Our client, a prestigious investment banking firm with a strong presence in... ...a highly analytical and driven Senior Financial Analyst to join their corporate finance... ...dental, and vision insurance coverage. Retirement savings plan with generous employer contributions...Relocation package
Placements24
Winnipeg, MB1 hour ago - Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning.Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment...Work at office
Scotiabank
Winnipeg, MB1 hour ago - RBC seeks a Financial Planner in Rouyn-Noranda to deliver holistic financial planning and tailored advice. Serve English- and French-speaking... ...long-term relationships using financial planning expertise, investment solutions, credit options, and everyday banking services. Pursue...Long term contractLocal area
rbc
Winnipeg, MB1 hour ago - Modélisation financière et investissements énergétiques définissent ce poste d’Analyste financier. Contribuez aux décisions stratégiques dans un environnement entrepreneurial québécois.Vous évaluez des projets d’investissement d’envergure et soutenez les orientations de croissance...
Michael Page CA
Winnipeg, MB1 hour ago - Développez votre carrière chez la Croix-Rouge canadienne comme Spécialiste Financier pour Projets d'Investissement. Ce poste hybride nécessite une expertise en comptabilité et gestion d'immobilisations. Vous serez responsable de la comptabilité de projet et des investissements...Permanent employmentFull time
Croixrouge
Winnipeg, MB1 hour ago - ...Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-... ...Securities is a relationship-focused investment and wealth management firm that... ...comprehensive plans covering wealth, investment, retirement, tax optimization and risk management....Work at office
rbc
Winnipeg, MB1 hour ago - Lead comprehensive financial planning for high-net-worth clients at Edward Jones, using portfolio construction and complex wealth strategies. Collaborate across teams and advisors.As a Wealth Consultant II and subject matter expert, you provide ongoing professional planning...Long term contractTemporary work
Edward Jones
Winnipeg, MB1 hour ago - ...critical component to advancing our collective purpose and vision and living the Maple Leaf Leadership Values. We believe in building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to...Full timeFor contractorsApprenticeshipWork at officeMonday to fridayShift work
- ...RôleRelevant du Vice-président Développement immobilier, le Contrôleur financier agit comme partenaire d'affaires auprès de l'équipe de... ...modèles financiers liés aux acquisitions, développements et investissements immobiliers. Élaborer des tableaux de bord financiers permettant...Permanent employmentFull timeFlexible hours
Chagall Experience
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Retirement Financial Planner. Be the first to apply!
Related searches
- pension administrator Winnipeg, MB
- pension analyst Winnipeg, MB
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB