Financial Planner - Bilingual

Overview

As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews, superior advice, financial planning expertise, and continuous services.

• Provide tailor‑made financial planning advice and assist clients in reaching their goals using our investment, credit, and banking solutions.
• Actively grow, expand, and maintain a client portfolio through value‑based relationship management, achieving performance targets.
• Build and nurture relationships with service partners and local markets to optimize business opportunities and referrals.

• Proficiency in Mandarin and/or Cantonese.
• Financial Planning Designation (QAFP, PFP®, CFP®, or CIFP).
• Mutual Funds License (IFIC or CSC).
• Minimum 3 years of experience in financial planning.
• Strong financial acumen, proven networking, client acquisition, and relationship management skills; track record of partnering and collaboration.
• Ability to create a market presence, build COI relationships, and cultivate strong partner relationships.

• Mobility throughout the market.

• Full‑time RBC employee status with unlimited earning potential and full benefits.
• World‑class training program in financial services.
• Flexible work/life balance options.
• Collaboration with a dynamic, high‑performing team.

• Business Development
• Client Centricity
• Communication
• Long‑Term Planning