Bilingual Financial Planner

Position: Bilingual Financial Planner at RBC
Join RBC as a Bilingual Financial Planner and manage a portfolio of affluent clients. Utilize your language skills and financial expertise to provide tailored, comprehensive financial planning advice.

In this full-time role with RBC, you will serve mass affluent clients by offering personalized financial planning and investment solutions. With a minimum of three years in financial planning, you’ll grow your portfolio through effective relationship management and help clients achieve their financial goals using our diverse services.

Key Responsibilities:

• Provide tailor-made financial advice to clients

• Grow and maintain a client portfolio effectively

• Build relationships with service partners and local markets

Requirements:

• Proficiency in Mandarin and/or Cantonese

• Financial Planning Designation like CFP or PFP

• Minimum 3 years of financial planning experience

• Strong networking and relationship management skills

• Mutual Funds License (IFIC or CSC)

Drive client success and expand your professional impact as a Bilingual Financial Planner with RBC.
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