Financial Planner & Client Relationship Leader

RBC; North Battleford; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Planner to manage a portfolio of mass affluent clients in North Battleford. The role involves providing comprehensive financial planning advice and expanding client relationships. Ideal candidates will have a financial planning designation and at least 3 years of experience. Join a high-performing team with unlimited earning potential and flexible work options.

Benefits

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen, client acquisition, and relationship management skills.

Responsibilities

• Provide tailor-made financial planning advice.
• Grow and maintain your portfolio of clients.
• Cultivate relationships with service partners.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Business Development

Communication

Client Centricity

Long Term Planning

Job description

A leading financial institution in Canada seeks a Financial Planner to manage a portfolio of mass affluent clients in North Battleford. The role involves providing comprehensive financial planning advice and expanding client relationships. Ideal candidates will have a financial planning designation and at least 3 years of experience. Join a high-performing team with unlimited earning potential and flexible work options.