Financial Planner, Relationship Manager
On-siteLondon, Ontario, Canada
London, Ontario, CanadaOn-siteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Provide tailor-made financial planning advice and help clients reach their goals using investment, credit, and banking solutions. Actively grow and maintain your portfolio of mass affluent clients through value-based relationship management practices while achieving performance targets. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals. Requires Financial Planning Designation (QAFP, PFP or CFP), Mutual Funds License, and minimum three years' experience in financial planning. Full-time role with 37.5 work hours per week and base plus variable compensation.
Required Qualifications
- Must-have Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- A strong financial acumen
- Proven networking, client acquisition, and relationship management skills
- Track record of partnering and collaboration
- Ability to create a market presence
- Ability to build COI relationships
- Ability to cultivate strong partner relationships
Desired Qualifications
- Ability to be mobile throughout the market
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