Financial Life Planning Advisor Gta

Deliver high-touch Financial Life Planning for RFL Wealth Management while maintaining accurate coordination and client communication near the GTA.This Financial Planner role supports professionals through client meetings, strategic guidance, and coordinated execution. You will communicate with planning, insurance, investment, and operations teams while maintaining CRM records, meeting notes, and updates. The work requires organized follow-through across a 40-hour standard week.Key Responsibilities:
Coordinate smooth handoffs and agreed client strategy executionObtain required client documentation professionally and promptlyMaintain accurate CRM records, notes, and updatesComplete tasks, follow-ups, and scorecards accuratelyFollow established systems, processes, and procedures consistentlyRequirements:
CFP designation completed or actively in progressOrganized and responsive under pressureStrong interpersonal skills and emotional intelligenceExperience supporting affluent professionals is an assetReasonable commuting distance from the GTAUse organized coordination, client communication, and financial planning knowledge to support RFL Wealth Management’s advisory growth.
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