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.

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