Investment Planner

Position: Investment Planner at RBC Hybrid Role
Join RBC as an Investment and Retirement Planner, where you design tailored financial solutions for clients. Benefit from internal referrals and support as you forge your own client relationships.

As an RBC Investment Planner, you will thrive in a hybrid work environment, blending home-office and branch activities. Your expertise in financial planning, combined with fluency in Cantonese and Mandarin, will create impactful investment strategies for clients. You will focus on acquiring new clients and enhancing existing relationships, leveraging a broad portfolio of investment solutions.

Key Responsibilities:

• Create customized financial planning strategies for clients

• Acquire and consolidate new and existing clients

• Collaborate with RBC teams to meet client needs

• Develop business referral sources through networking

Requirements:

• Fluent in Cantonese and Mandarin

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of financial planning experience

• Proven networking and client acquisition skills

Utilize your creativity and drive to achieve clients’ long-term financial goals with RBC.
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