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Financial Planner Client Relationships
Job Description & How to Apply Below
Build client relationships and guide financial decisions as a Financial Planner with RFL Wealth Management, serving professionals through high-touch planning.
This Financial Planner role leads client relationships and contributes directly to firm growth. You will conduct QYRFL and YRFLSH meetings, present Initial and Final Financial Life Plans, and guide recommended strategies. The position emphasizes proactive communication, relationship management, and long-term strategic thinking.
Key Responsibilities:- Build long-term client relationships through proactive communication and service
- Lead client conversations with confidence and emotional intelligence
- Conduct QYRFL and YRFLSH meetings with clients
- Present Initial and Final Financial Life Plans
- Maintain quarterly check-ins and annual review meetings
- Completed or actively progressing CFP designation
- Financial services, sales, or relationship management experience
- Strong communication and interpersonal skills
- High ownership, accountability, and consistent follow-through
- Legal eligibility to work in Canada and GTA proximity
Bring financial planning, relationship management, and persuasive communication to RFL Wealth Management’s high-touch client experience.
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