Senior Financial Planner
CurrentMy role involves managing up to 500 of the most affluent clients of the branch and collaboratively assisting them in developing their personal financial strategies. Duties range in scope in all aspects of everyday banking accounts as well as both credit and investment areas of an individual's banking. In the area of credit the duties can involve assisting clients with daily transactions to fulfilling requests for new credit products such as personal loans, mortgages, credit cards, overdrafts, student and professional student credit facilities, business credit facilities and shareholder capital loans. In the investment area, duties can range from assisting clients with reviewing allocation of existing investments as well as new investment purchases such as RRSP's, LIRA's, LIF's, RRIF's, RDSP's RESP's, GIC's Etc. The range of investments include RBC proprietary mutual funds as well as 3rd party Mutual funds. My duties also involve proactively meeting with clients regularly to review financial planning strategies and recommend new ones based on the clients' changing circumstances. It also involves analysis of investment portfolio composition, market conditions and analysis of beneficial tax strategies that can be implemented.
