Job Description
Full-Time Employee/ Remote
Company: RFL Wealth
Reports To: Director of Financial Planning
Overview
RFL Wealth is Canada’s leading financial planning firm for medical professionals. We’re hiring a detail‑oriented, analytical Financial Planner to support our client‑facing Financial Planners by building customized, tax‑efficient Financial Life Plans for our clients.
This role is essential to scaling our planning team efficiently. The ideal candidate has deep familiarity with life insurance products, investment planning, strong financial planning acumen, and a systems‑oriented mindset. You’ll work behind the scenes to deliver well‑researched, accurate, and customized plans that meet the highest internal standards.
Key Responsibilities
- Review meeting notes completed by Financial Planners to get a full overview of the client and their needs. Provide the Financial Planner with an update on any addi...