Financial Planner Client Focus

Position: RBC Financial Planner with Client Focus
Join RBC as a Financial Planner, leveraging your bilingual skills to deliver exceptional financial advice to mass affluent clients. Drive client success through expert financial planning.

In this full-time role, you will manage a diverse portfolio of clients, providing tailored financial strategies and investment solutions. Your background in financial planning, combined with three years of experience, will empower you to grow relationships and optimize business opportunities within local markets.

Key Responsibilities:

• Deliver client-centric financial planning services

• Actively expand and manage client portfolios

• Foster relationships with local market service partners

Requirements:

• Fluency in Mandarin and/or Cantonese

• Required financial designations (CFP, QAFP)

• Minimum 3 years in financial planning

• Strong acumen in networking and client relations

• Mutual Funds License (IFIC or CSC)

Utilize your expertise as a Bilingual Financial Planner at RBC and make a significant impact on client financial success.
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