Shape relationships with RFL Wealth Management as a Financial Planner, focusing on high-impact financial planning with a client-first approach. Drive client success through relationship building and strategic guidance.

RFL Wealth Management is searching for a dedicated Financial Planner to manage client relationships and growth opportunities. This hands-on role emphasizes proactive communication and emotional intelligence, enabling effective client decision-making. Our structure supports you by allowing maximum focus on your strategic impact.

Key Responsibilities:



• Lead client meetings and deliver exceptional service • Present comprehensive financial life plans to clients • Maintain consistent communication with clients throughout engagements • Participate in networking events to strengthen relationships • Collaborate with planning teams for seamless strategy execution

Requirements: • Successfully pursuing or achieved CFP designation • Background in financial services or sales roles • Robust communication and accountability skills • Organized, adaptable, and able to thrive under pressure • Availability for evening and weekend client meetings

Excel in a client-focused role, facilitating growth and financial success at RFL Wealth Management. #J-18808-Ljbffr

📌 Client-Centric Financial Planner Role (Winnipeg)
🏢 RFL Wealth Management
📍 Winnipeg