Mobile Financial Planner & Client Growth Leader

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

Job summary

A leading financial institution in Moosomin is seeking a Financial Planner to manage and grow a portfolio of clients. You will provide personalized financial planning advice, build long-term relationships, and drive client success through tailored financial solutions. The ideal candidate will have a Financial Planning Designation and a minimum of 3 years’ experience in the field. This full-time role offers competitive compensation and a commitment to client support.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Career development opportunities

Collaborative team environment

Qualifications

• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.

Responsibilities

• Provide tailor-made financial planning advice.
• Maintain and expand your portfolio of clients.
• Cultivate relationships with service partners.

Skills

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Strong referral network development

Job description

A leading financial institution in Moosomin is seeking a Financial Planner to manage and grow a portfolio of clients. You will provide personalized financial planning advice, build long-term relationships, and drive client success through tailored financial solutions. The ideal candidate will have a Financial Planning Designation and a minimum of 3 years’ experience in the field. This full-time role offers competitive compensation and a commitment to client support.