Financial Planner Pfp
CurrentAccredited Personal Financial Planner, PFP, Healthcare Specialist, providing financial planning and advice, leveraging all Financial Planning disciplines. Relationship manage a portfolio of high-value mass affluent clients, delivering an exceptional client experience. Gather insights through Client Management Reporting, translating advice into investment, credit and financial planning solutions that align with client needs and attainment of their life goals.Retain and grow clients net worth and connect them with the appropriate partners to leverage RBC’s full range of expertise.