Bilingual Financial Planner at RBC

Elevate your financial expertise with RBC as a Bilingual Financial Planner. In this full-time role, you'll provide specialized financial planning to affluent clients, utilizing your language skills.

As a Bilingual Financial Planner at RBC, you will manage a portfolio of influential clients, delivering personalized financial advice. Your role involves not just planning but also relationship-building with local markets and service partners to enhance client experience and satisfaction.

Key Responsibilities:
• Provide tailor-made financial advice and strategies
• Grow and maintain a diverse client portfolio
• Build strong relationships with service partners

Requirements:
• Proficiency in Mandarin and/or Cantonese
• Financial Planning Designation (CFP or PFP)
• Minimum 3 years of financial planning experience
• Strong networking and relationship management skills
• Mutual Funds License (IFIC or CSC)
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