Job Title

Job Description For locations across Manitoba, Ontario and Saskatchewan What will you do? Managing multiple priorities, be proactive and clientfocused, detail oriented, and contribute to an exceptional client experience. Make proactive calls to book appointments on behalf of a Financial Planner. Maximize opportunities to identify client needs, make referrals, expand profitable client relationships, and track progress against the teams annual sales plan. Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting the fulfilment of credit, investments and everyday banking solutions. Provide consistent sales support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with followup as required. Exercise due diligence in following all policies and procedures and identifying corrective areas of operational risk. Commit to continuous learning to increase skills, knowledge and abilities to better serve clients. Work independently to complete duties and seek out answers. What do you need to succeed? Must be licensed to sell Mutual funds (IFIC or CSC) or be close to completion. Possess exceptional customer service skills and the ability to discover and meet client needs. Desire for career progression into a Financial Planner role. Computer proficiency in MS Office, Word and Excel. Experience using CASPER, Sales Platform and Royal Bank Investment Systems. Communicate and interact with clients and partners effectively in person, via email and on the phone. Work well in a fastpaced environment, be well organized and manage competing priorities. Work both independently and as part of a team, demonstrating strong collaboration skills. Prior experience in personal lending, investments and general banking is preferred. Fluent in English and Mandarin or Cantonese is an asset. Whats in it for you? A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Opportunity to make a difference and have a lasting impact. Flexible work/life balance options. Opportunities to do challenging work. Access to a variety of job opportunities across business and geographies. Additional Job Details Address: 963 Henderson Hwy, Winnipeg City: Winnipeg Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: Personal & Commercial Banking Job Type: Regular Pay Type: Salaried Posted Date: 2026-04-17 Application Deadline: 2026-06-17 #J-18808-Ljbffr