Financial Planner & Client Relations Leader

RBC; Stratford; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to manage a portfolio of mass affluent clients in Southwestern Ontario. The ideal candidate will have significant experience in financial planning, a financial planning designation, and strong networking abilities. This role offers full-time employment with unlimited earning potential and benefits, along with flexible work/life balance options.

Benefits

Unlimited earning potential

Full benefits

Flexible work/life balance options

World‑class training program

Qualifications

• Minimum 3 years’ experience in financial planning within a financial institution.
• Strong investment and credit experience/knowledge.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor‑made financial planning advice to help clients reach their goals.
• Actively maintain and expand your portfolio of clients using value‑based relationships.
• Cultivate relationships with service partners to optimize 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)

Job description

A leading financial institution is seeking a Financial Planner to manage a portfolio of mass affluent clients in Southwestern Ontario. The ideal candidate will have significant experience in financial planning, a financial planning designation, and strong networking abilities. This role offers full-time employment with unlimited earning potential and benefits, along with flexible work/life balance options.