Senior Financial Planner - GTR East

Position Overview

As an RBC Financial Planner, you will grow and manage a portfolio of mass‑affluent clients, providing ongoing comprehensive reviews, building long‑term relationships, and delivering world‑class advice through financial planning expertise and a wide range of investment, credit, and banking solutions. Your energetic focus on hitting targets and a passion for holistic planning drives you to help clients reach their long‑term goals while creating a future for you and your clients with a combination of base plus variable compensation.

Responsibilities

• Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled 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 relationships with serv...