Financial Planner Relationship
Core
Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and long-term relationship management.
Role type
Financial Planner (IC)
Builds
Long-term client relationships and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), client acquisition, networking, bilingualism (English/French)
Preferred skills
Proven networking and client acquisition skills, ability to develop a strong referral network
Responsibilities
Provide tailor-made financial planning advice, maintain and expand client portfolio, cultivate relationships with service partners and local markets