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 expertise, client acquisition, networking, bilingual communication (English/French), regulatory licensing
Preferred skills
Holistic financial planning approach, target achievement
Technologies
Investment platforms, credit solutions, everyday banking tools
Responsibilities
Provide tailor-made financial planning advice, maintain and expand client portfolio, cultivate relationships with service partners
Seniority
Mid-level, hands-on IC
