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