Job Description
Job Description
This position will support both the Truro and Elmsdale branches. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning drives you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and your clients.
Opportunity
Manage and grow a portfolio of mass affluent clients, conduct comprehensive financial reviews, and deliver superior advice through a range of banking and investment solutions.
Responsibilities
- Provide tailor‑made financial planning ...