At a Glance
- Tasks: Provide tailored financial planning advice and help clients achieve their goals.
- Company: Join RBC, a leading bank with a collaborative and inclusive culture.
- Benefits: Unlimited earning potential, full benefits, and flexible work/life balance options.
- Other info: Dynamic team environment with world-class training and career growth opportunities.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Proficiency in Cantonese and financial planning designations required.
The predicted salary is between 63000 - 77000 $ per year.
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 boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
What will you do?
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
- Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
What do you need to succeed?
Must-have:
- Proficiency in Cantonese.
- Financial Planning Designation (QAFP, PFP or CFP).
- Mutual Funds License (IFIC or CSC).
- Minimum 3 years’ experience in financial planning.
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration.
- Ability to create a market presence, build COI relationships, and cultivate strong partner relationships.
Nice to Have:
- Ability to be mobile throughout the market.
What’s in it for you?
- 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.
Job Skills: Business Development, Client Centricity, Communication, Long Term Planning.
Financial Planner in Toronto employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
