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 NaviPlan 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 NaviPlan financial planning software
Ensure all recommendations align with client goals and needsRequirements:
3 years of financial planning support experience
Solid 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 informationFacilitate impactful financial planning at RFL Wealth with your analytical strengths.#J-18808-Ljbffr

📌 Junior Financial Planner Role Remote Toronto (Canada)
🏢 RFL Wealth Management
📍 Canada