RBC Financial Planner role offers growth and management of a mass affluent client portfolio. You provide comprehensive reviews of clients’ financial circumstances, building long-term relationships through expert planning and ongoing services while pursuing targets with energy.
You will deliver tailored planning advice using investments, credit and everyday banking solutions, grow your book through value-based relations, and collaborate with partners to maximize opportunities.
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📌 Mass Affluent Financial Planner — Holistic Wealth Advisor (London)
🏢 Socket.dev
📍 London
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