Description
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.
You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
Your responsibilities include:
- Providing tailor-made financial planning advice and helping clients reach their goals
- Actively growing, expanding, and maintaining your portfolio of clients
- Cultivating relationships with service partners and local markets to optimize business opportunities and referrals
To succeed, you need:
- Financial Planning Designation (QAFP, PFP, or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- Strong financial acumen, proven networking, client acquisition, and relationship management skills
Nice to have:
- Ability to be mobile throughout the market
- Cantonese and Mandarin language skills
In return, you get:
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
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