Support investment planning clients from a home office in Richmond while using Mandarin or Cantonese and responsive communication skills. Part-time work totals 20 hours weekly.
As an Investment and Retirement Planning Assistant at RBC, you support a top-producing Financial Planner with sales objectives and related activities. You manage client contacts, transactions, office routines, files, records, and presentation materials. The position requires Mandarin or Cantonese language skills and flexibility to work at the branch when required.
Key Responsibilities: Respond to client telephone, fax, and email requests
Execute and deliver client transactions and requests
Develop relationships with service partners
Manage office routines, files, and records




Prepare materials for presentations and marketing initiatives
Requirements: Sales-oriented, self-motivated, and self-managed approach
Robust problem-solving, customer service, and listening skills
Excellent oral, written, and business writing communication
Resourcefulness, independence, organization, and prioritization
Microsoft Office and Mandarin or Cantonese skills
Bring organized client support, transaction execution, and Mandarin or Cantonese communication to RBC investment planning services.

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📌 Investment Planning Assistant Richmond (British Columbia)
🏢 RBC
📍 British Columbia