Client-Centric Investment Planner

Position: Client-Centric Investment Planner at RBC
Drive investment success as a Client-Centric Investment Planner at RBC in Markham, Canada. Offer bespoke financial solutions while receiving substantial support from internal partners.

As an RBC Investment and Retirement Planner, your expertise will shape unique investment strategies that assist clients in achieving their financial aspirations. Your background in financial planning along with robust networking and client acquisition skills will enable you to thrive in this role. Utilize innovative mobile technology to enhance client relationship management.

Key Responsibilities:

• Develop personalized financial advice tailored to each client

• Acquire new clients and manage existing accounts

• Collaborate with relevant RBC teams to continually meet client needs

• Establish external business referrals through strategic networking

Requirements:

• Proficiency in Cantonese and/or Mandarin

• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of experience in financial planning

• Strong networking and relationship-building skills

Engage your financial planning expertise and relationship skills to empower RBC clients toward their financial success.
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