Financial Planner - Hybrid Position

Position: RBC Financial Planner - Hybrid Position
Transform your career as a Financial Planner with RBC, specializing in investment and retirement strategies. Enjoy a hybrid work model and robust support from your internal network.

In this role, you will engage with both prospective and existing RBC clients, crafting unique financial solutions tailored to their needs. The planning you provide will leverage best-in-class investment options to help clients attain their financial objectives. Your expertise in networking and client acquisition will be pivotal in developing solid business relationships within your community.

Key Responsibilities:

• Provide personalized financial planning and investment advice

• Acquire new clients while managing existing accounts

• Connect clients with the appropriate RBC advisors

• Build referral networks and business collaborations

Requirements:

• Fluency in Cantonese and Mandarin

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

• Mutual Funds License (IFIC or CSC)

• At least 2 years of experience in financial planning

• Strong networking capabilities

Leverage your skills and technology to ensure client success with RBC.
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