Financial Planner, Relationship Manager

Overview

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 is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals.

What will you do?

• Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Acquire and consolidate existing and new‑to‑RBC clients and assets
• Actively maintain and expand your portfolio of clients using value‑based relationship management practices, achieving performance targets
• Cultivate relationships with ...