Elite Financial Planner: Holistic Wealth & Client Growth

RBC; Township of Langley; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Financial Planner in Township of Langley to manage a portfolio of affluent clients. You will provide ongoing advice and create long-term relationships through personalized financial planning. Applicants should have a financial planning designation and experience in client acquisition. This full-time role offers flexible working options, a dynamic team environment, and a comprehensive benefits package.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Strong financial acumen with proven networking and client acquisition skills.
• Ability to create market presence and cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow, expand and maintain a portfolio of clients.
• Cultivate relationships for business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 3 years’ experience in financial planning

Job description

A leading financial services provider is seeking a Financial Planner in Township of Langley to manage a portfolio of affluent clients. You will provide ongoing advice and create long-term relationships through personalized financial planning. Applicants should have a financial planning designation and experience in client acquisition. This full-time role offers flexible working options, a dynamic team environment, and a comprehensive benefits package.