Shape the future of financial planning with RBC in Burnaby. As an Investment and Retirement Planner, you'll deliver personalized solutions while benefiting from client referrals and a supportive team.
RBC is seeking a motivated Investment and Retirement Planner with fluency in Cantonese. Your role involves tailoring financial strategies for both existing and recent clients, backed by a variety of investment solutions. You will leverage your networking skills to develop referrals and collaborate with internal RBC teams to address client needs.
Key Responsibilities:
• Create customized financial planning advice for clients
• Acquire and consolidate recent and existing clients' assets
• Connect clients with the appropriate RBC team members
• Develop external business sources through networking
Requirements:
• Must have Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Fluent in Cantonese
• Minimum 2 years' financial planning experience
• Proven client acquisition and networking skills
• Digital savviness with mobile applications
Leverage your expertise in financial planning and invest in a rewarding career with RBC.
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