Wealth Planner & Client Growth Leader

Royal Bank of Canada>; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Greater Sudbury is looking for a Financial Planner to grow and manage a portfolio of clients. The ideal candidate has a strong background in financial planning with at least 3 years of experience. Responsibilities include providing tailored financial advice, maintaining client relationships, and collaborating with service partners. This full-time position offers unlimited earning potential and a supportive work environment.

Benefits

Full benefits

Flexible work/life balance

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Strong financial acumen along with proven networking skills.
• Ability to create a market presence and cultivate strong partner relationships.

Responsibilities

• Provide tailor‑made financial planning advice and help clients reach their goals.
• Actively grow and maintain your portfolio of clients.
• Cultivate relationships with service partners and local markets.

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 leading financial institution in Greater Sudbury is looking for a Financial Planner to grow and manage a portfolio of clients. The ideal candidate has a strong background in financial planning with at least 3 years of experience. Responsibilities include providing tailored financial advice, maintaining client relationships, and collaborating with service partners. This full-time position offers unlimited earning potential and a supportive work environment.