Rbc Financial Planner Hill
Job in
Richmond, BC, Canada
Listed on 2026-06-06
Listing for:
0000050007 Royal Bank of Canada
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Join RBC as a Financial Planner in Richmond Hill, focusing on providing top‑tier financial planning services. Help clients navigate their financial journeys with unparalleled support and solutions.
Your responsibilities will include managing a portfolio of affluent clients by delivering tailored financial advice, engaging in relationship management to foster client retention and achieve performance goals, and collaborating with local partners to uncover additional business opportunities and enhance client service.
Key Responsibilities- Deliver bespoke financial planning advice for client goals
- Grow and sustain your client portfolio effectively
- Establish solid relationships with partners for referrals
- Fluent in Mandarin and/or Cantonese
- Financial Planning Designation (QAFP, PFP, or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- Solid client acquisition and management skills
Leverage your financial expertise to make a significant impact on clients’ lives while building a rewarding career at RBC in Richmond Hill.
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