Financial Planner & Relationship Manager — Grow Portfolios

RBC; Prince Albert; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Canada is seeking a motivated Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial advice and foster long-term relationships while achieving performance targets. The ideal candidate will have a financial planning designation and a minimum of 3 years' experience. This full-time role offers unlimited earning potential and comprehensive benefits.

Benefits

Unlimited earning potential

Full benefits

Flexible work/life balance

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• A strong financial acumen with networking and client acquisition skills.
• Ability to create a market presence and cultivate strong partner relationships.

Responsibilities

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

Job description

A leading financial services provider in Canada is seeking a motivated Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial advice and foster long-term relationships while achieving performance targets. The ideal candidate will have a financial planning designation and a minimum of 3 years' experience. This full-time role offers unlimited earning potential and comprehensive benefits.