Support RFL Wealth Management’s growth through relationship management, strategic guidance, and confident client communication as a Financial Planner.

As a Financial Planner, you will help professionals move forward with recommended financial strategies. The role combines client advisory work with business development, including referrals, networking, seminars, dinners, and events. Established planning, operations, marketing, and lead-generation support enables advisors to focus on relationships and guidance.

Key Responsibilities:

- Build rapport and maintain momentum throughout client journeys
- Contribute to referral growth through solid relationship management
- Participate in networking opportunities, seminars, dinners, and events




- Collaborate with pipeline and marketing teams
- Maintain urgency, responsiveness, and ownership throughout processes

Requirements:

- Experience in financial services, sales, or client advisory services
- Confidence communicating persuasively with clients
- Comfort following up persistently and professionally
- Coachable, adaptable, and growth-minded approach
- Availability for occasional evenings, weekends, and travel

Apply relationship-building, business development, and strategic guidance skills within RFL Wealth Management’s growth-focused advisory model.

📌 Wealth Advisor Client Growth (Canada)
🏢 RFL Wealth Management
📍 Canada