Financial Planner

Position: Financial Planner Role at RBC
Drive investment success as an Financial Planner at RBC in Surrey, Canada. Your combination of financial expertise and Mandarin fluency will enable you to provide top-tier investment solutions to clients.

In this role, you will craft individualized financial planning strategies while benefit ting from strong internal support for client leads. Your proactive networking and relationship-building skills are essential for attracting and consolidating client assets, ensuring you meet their evolving needs through collaboration.

Key Responsibilities:

• Create custom financial planning solutions and investment advice

• Acquire and manage both new and existing client relationships

• Partner with RBC teams to consistently meet client needs

• Build external referral networks through effective marketing

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• At least 2 years’ experience in financial planning

• Strong networking and acquisition skills

• Proficiency in Mandarin language

Use your financial planning skills and Mandarin fluency to elevate RBC clients’ investment strategies.
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