Holistic Financial Planner: Grow Client Portfolios

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

Job summary

A leading financial institution in Ontario is seeking a Financial Planner to manage a portfolio of clients. You will provide tailored financial planning advice, help achieve client goals, and maintain strong relationships with service partners. The ideal candidate has a Financial Planning Designation, experience in financial planning, and excellent networking skills. This full-time role offers unlimited earning potential and full benefits with a focus on work/life balance.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years of experience in financial planning.
• Strong financial acumen and proven networking skills.
• Ability to build relationships and cultivate strong partner connections.

Responsibilities

• Provide tailor-made financial planning advice.
• Grow and maintain client portfolio with performance targets.
• Cultivate relationships with service partners and local markets.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking

Client acquisition

Relationship management

Market presence

Job description

A leading financial institution in Ontario is seeking a Financial Planner to manage a portfolio of clients. You will provide tailored financial planning advice, help achieve client goals, and maintain strong relationships with service partners. The ideal candidate has a Financial Planning Designation, experience in financial planning, and excellent networking skills. This full-time role offers unlimited earning potential and full benefits with a focus on work/life balance.