Job Description
Overview
What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage 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 energy to meet targets and your passion for holistic financial planning drive you to provide world-class advice and solutions that help clients achieve their long-term goals. With a 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 investment, credit, and everyday banking solutions
- Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets
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