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
- Solid 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.

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