Financial Planner - GTR East

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).
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