Job Description
Job Description
As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and passion for holistic financial planning drives you to offer world‑class 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 for the clients you advise.
What will you do?
- Provide tailor‑made financial planning advice and help clients reach their goals, using our array of investment, credit, and everyday banking solutions.
- Actively grow, expand, and maintain your portfolio of clients using value‑based relationship management practices, achieving performance targets.
- Cultivate relation...