Financial Planner Hill

Position: RBC Financial Planner Hill
Advance as an RBC Financial Planner in Richmond Hill, Canada. Utilize your financial expertise and language skills to provide personalized client advice and relationship management.

This full-time role is focused on managing a dedicated portfolio of mass-affluent clients. You will be expected to deliver tailored financial planning that meets individual client needs, achieve performance targets, and conduct comprehensive reviews. Proficiency in Mandarin or Cantonese is essential for building strong relationships with clients and local partners.

Key Responsibilities:

• Provide personalized financial planning advice to clients

• Grow and maintain a diverse client portfolio

• Develop strong relationships with local market partners

• Meet and exceed performance targets consistently

• Offer exceptional ongoing reviews of client circumstances

Requirements:

• Fluent in Mandarin and/or Cantonese

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

• Minimum of 3 years experience in financial planning

• Mutual Funds license (IFIC or CSC)

• Proven client acquisition and relationship management skills

Excel in financial planning and personal relationships with RBC in Richmond Hill.
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