Job Description
Job Description
As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and crafting long‑term relationships through superior advice and financial planning expertise.
Responsibilities
- Provide tailor‑made financial planning advice and help clients reach their goals using RBC’s investment, credit, and banking solutions.
- Actively grow, expand, and maintain your client portfolio using value‑based relationship management practices and achieve performance targets.
- Cultivate 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 or CFP).
- Mutual Funds license (IFIC or CSC). ...