Financial Planner & Relationship Leader-Unlimited Earnings

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

Job summary

A leading banking institution in Morden is seeking an experienced Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning advice, build relationships, and achieve performance targets. The ideal candidate holds relevant financial designations and has a minimum of three years of experience. This position offers full-time status with unlimited earning potential and a flexible work/life balance.

Benefits

Full benefits

Unlimited earning potential

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 cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain a portfolio of clients using effective management practices.
• 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 banking institution in Morden is seeking an experienced Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial planning advice, build relationships, and achieve performance targets. The ideal candidate holds relevant financial designations and has a minimum of three years of experience. This position offers full-time status with unlimited earning potential and a flexible work/life balance.