Wealth Planner: Grow Portfolios & Deliver Holistic Advice

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

Job summary

A leading financial institution in Pickering is seeking a Financial Planner to manage a portfolio of mass affluent clients. The role involves providing comprehensive financial advice, expanding client relationships, and achieving performance targets. Candidates should possess a Financial Planning Designation and at least 3 years of experience in the field. This full-time position offers unlimited earning potential and a supportive work environment with a focus on work/life balance.

Benefits

Unlimited earning potential

Full benefits

Dynamic work environment

World-class training program

Flexible work/life balance options

Qualifications

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

Responsibilities

• Provide tailor-made financial planning advice.
• Grow and maintain client portfolios using value-based management.
• Cultivate relationships with service partners for business opportunities.

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 Pickering is seeking a Financial Planner to manage a portfolio of mass affluent clients. The role involves providing comprehensive financial advice, expanding client relationships, and achieving performance targets. Candidates should possess a Financial Planning Designation and at least 3 years of experience in the field. This full-time position offers unlimited earning potential and a supportive work environment with a focus on work/life balance.