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.

Responsibilities

• 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.

Qualifications

• 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 plan...