Financial Planner Relationship

Join our team as a Financial Planner Relationship, managing a portfolio of affluent clients and providing tailored financial planning advice. You will deliver ongoing client reviews and support long-term goals, leveraging your expertise in financial planning. Ideal candidates bring significant experience and a passion for client relationship management.

Skills

• financial planning designation (ipf)
• mutual funds license (ific or csc)
• financial planning
• client relationship management
• portfolio management
• business development
• client acquisition
• networking
• referral generation
• investment solutions
• credit solutions
• banking solutions
• long term planning
• bilingualism (english and french)
• value-based relationship management
• performance target achievement
• service partner collaboration
• market expansion