Senior Wealth Planner - Mass Affluent Clients

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

Job summary

A leading financial institution in Salmon Arm seeks a Senior Financial Planner to manage a portfolio of mass affluent clients. You'll provide tailored financial planning advice and build long-term client relationships. Candidates should have a strong background in financial planning and possess relevant designations. This role offers full-time status with competitive benefits and career growth opportunities.

Benefits

Unlimited earning potential

Full benefits package

Flexible work/life balance options

World-class training program in financial services

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen with skills in networking and client acquisition.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Grow and maintain your portfolio using value-based management practices.
• Cultivate relationships with service partners for business opportunities.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Salmon Arm seeks a Senior Financial Planner to manage a portfolio of mass affluent clients. You'll provide tailored financial planning advice and build long-term client relationships. Candidates should have a strong background in financial planning and possess relevant designations. This role offers full-time status with competitive benefits and career growth opportunities.