Financial Planner: Unlimited Earnings & Client Growth

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

Job summary

A prominent financial institution in Halifax is seeking a Financial Planner to grow and manage a portfolio of clients. This role involves providing tailored financial advice, achieving performance targets, and cultivating relationships. Ideal candidates will have strong financial planning designations and at least 3 years of relevant experience in financial services. This position offers unlimited earning potential and full benefits, contributing to the overall success of personal and commercial banking initiatives.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen and proven relationship management skills.
• Ability to create a market presence and build strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Actively grow and maintain a portfolio of mass affluent clients.
• 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 prominent financial institution in Halifax is seeking a Financial Planner to grow and manage a portfolio of clients. This role involves providing tailored financial advice, achieving performance targets, and cultivating relationships. Ideal candidates will have strong financial planning designations and at least 3 years of relevant experience in financial services. This position offers unlimited earning potential and full benefits, contributing to the overall success of personal and commercial banking initiatives.