Junior Financial Planner - Remote

Position: Junior Financial Planner Role - Remote
Advance your career as a Junior Financial Planner with RFL Wealth. In this remote, full-time position, you'll support Financial Planners by crafting tailored Financial Life Plans for clients.

As a key player in our financial planning team, you will draw on your expertise in investments and insurance to create detailed plans. By leveraging Navi Plan and conducting thorough reviews, you’ll ensure that clients receive accurate and beneficial financial strategies.

Your role is integral in focusing on personalized services for a diverse clientele, including Internationally Trained Physicians.

Key Responsibilities:

• Review client meeting notes and determine necessary information

• Summarize tax and insurance documents for strategic planning

• Prepare and submit draft financial plans to leadership

• Implement plans using Navi Plan financial planning software

• Ensure all recommendations align with client goals and needs

Requirements:

• 3 years of financial planning support experience

• Strong understanding of Canadian financial products

• Excellent writing skills and attention to detail

• Proficient in Microsoft Office and financial tools

• Organized with an ability to manage client information

Facilitate impactful financial planning at RFL Wealth with your analytical strengths.