Bilingual Wealth Planner & Client Relations

RBC; Eastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario seeks a Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning, grow client relationships, and work within a dynamic, collaborative team. Candidates must have a financial planning designation and at least 3 years of experience. This full-time position offers attractive compensation and a strong commitment to work-life balance.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Ability to create a market presence and cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain a portfolio using value-based relationship management.
• Cultivate relationships with service partners for business opportunities.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Bilingual (French/English)

Networking and relationship management skills

Client acquisition

Financial acumen

Job description

A leading financial institution in Ontario seeks a Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning, grow client relationships, and work within a dynamic, collaborative team. Candidates must have a financial planning designation and at least 3 years of experience. This full-time position offers attractive compensation and a strong commitment to work-life balance.