Financial Planner with Mandarin/Cantonese Skills

Elevate your career with RBC as a Financial Planner focusing on Mandarin and Cantonese speaking clients. Harness your skills to offer top-notch financial planning and investment strategies.
As part of RBC’s team, you’ll provide specialized financial advice and manage a portfolio of affluent clients, utilizing your bilingual proficiency. With solid experience in financial planning, you will focus on achieving performance targets and building lasting client relationships through value-driven service.
Key Responsibilities:
• Offer customized financial planning advice to clients
• Expand client portfolio through relationship management
• Collaborate with service partners for business referrals
Requirements:
• Proficiency in Mandarin or Cantonese
• Financial Planning Designation required (CFP, QAFP)
• 3+ years of financial planning experience
• Proven client acquisition and management skills
• Mutual Funds License (IFIC or CSC)
Make an impact in the finan...