Financial Planner - Gtr East

Royal Bank of Canada

Richmond Hill, Canada
Base: not specified; bonus/equity: variable compen...
Financial planning expertise
Client acquisition and relationship management
Value-based relationship management
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and ongoing services

Job Summary

  • As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and ongoing services.
  • You will provide tailor-made financial planning advice using a wide array of investment, credit, and banking solutions while actively growing and maintaining your client portfolio.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, a world-class training program, and a dynamic, collaborative, and high-performing team.

Matching Summary

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients through superior advice and ongoing services.

Salary

Base: Not specified; Bonus/Equity: Variable compensation; Benefits: Full benefits

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client acquisition and relationship management
  • Value-based relationship management
  • Networking and collaboration skills
  • Portfolio growth and maintenance

Nice-to-have

  • Ability to be mobile throughout the market
  • Passion for holistic financial planning
  • Flexible work/life balance
  • Collaborative and progressive team environment

Key Requirements

  • Proficiency in Mandarin and/or Cantonese
  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter