Wealth Planner & Client Growth Leader

RBC; Windsor; On-site; CAD 65,000 - 85,000; Full time

Job summary

A major financial institution in Windsor is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term client relationships. Candidates should have a relevant financial planning designation and at least 3 years of experience. The position offers full-time employment with unlimited earning potential and full benefits.

Benefits

Full benefits

Flexible work/life balance options

World-class training program

Qualifications

• Minimum 3 years’ experience in financial planning.
• Ability to create a market presence and cultivate strong partner relationships.
• Proven networking skills.

Responsibilities

• Provide tailor‑made financial planning advice.
• Grow and maintain your portfolio using relationship management practices.
• Cultivate relationships with service partners and local markets.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Relationship management skills

Financial acumen

Job description

A major financial institution in Windsor is seeking a Financial Planner to grow and manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term client relationships. Candidates should have a relevant financial planning designation and at least 3 years of experience. The position offers full-time employment with unlimited earning potential and full benefits.