Dynamic Financial Planner — Grow Client Portfolios

RBC; Duncan; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial institution in Duncan is seeking a Financial Planner to manage a portfolio of clients. This role includes providing tailored financial advice, expanding client relationships, and leveraging banking solutions to meet client goals. Ideal candidates will have a financial planning designation, strong networking skills, and at least 3 years of experience in the field. Full-time position with growth potential and flexible work options.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen, proven networking and relationship management skills.
• Ability to create a market presence and build relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain a portfolio using relationship management practices.
• Cultivate relationships with service partners to optimize referrals.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Tools

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Duncan is seeking a Financial Planner to manage a portfolio of clients. This role includes providing tailored financial advice, expanding client relationships, and leveraging banking solutions to meet client goals. Ideal candidates will have a financial planning designation, strong networking skills, and at least 3 years of experience in the field. Full-time position with growth potential and flexible work options.