Financial Planner & Relationship Manager — Unlimited Earnings

RBC; Meadow Lake; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Meadow Lake is seeking an experienced Financial Planner to grow and manage a portfolio of clients. You will provide tailored financial planning advice, help clients achieve their goals, and cultivate strong partner relationships. Candidates should have a Financial Planning Designation and at least 3 years of experience. This role offers unlimited earning potential and full benefits.

Benefits

Unlimited earning potential

Flexible work/life balance options

Full benefits

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with proven networking and client acquisition skills.
• Ability to build client relationships and market presence.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain your client portfolio through relationship management.
• 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 Licence (IFIC or CSC)

Job description

A leading financial institution in Meadow Lake is seeking an experienced Financial Planner to grow and manage a portfolio of clients. You will provide tailored financial planning advice, help clients achieve their goals, and cultivate strong partner relationships. Candidates should have a Financial Planning Designation and at least 3 years of experience. This role offers unlimited earning potential and full benefits.