Transform your career as a Financial Planner with RBC, specializing in investment and retirement strategies. Enjoy a hybrid work model and robust support from your internal network.
In this role, you will engage with both prospective and existing RBC clients, crafting unique financial solutions tailored to their needs. The planning you provide will leverage best-in-class investment options to help clients attain their financial objectives. Your expertise in networking and client acquisition will be pivotal in developing solid business relationships within your community.
Key Responsibilities:
• Provide personalized financial planning and investment advice
• Acquire new clients while managing existing accounts
• Connect clients with the appropriate RBC advisors
• Build referral networks and business collaborations
Requirements:
• Fluency in Cantonese and Mandarin
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of experience in financial planning
• Robust networking capabilities
Leverage your skills and technology to ensure client success with RBC.
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📌 RBC Financial Planner - Hybrid Position (Vancouver)
🏢 RBC
📍 Vancouver