Mass-Affluent Financial Advisory Expert
RBC • richmond hill, Canada
Role Description
Take charge as a financial planner for mass-affluent clients, utilizing your financial expertise in banking, credit, and investment solutions. Build impactful client relationships while meeting performance goals with passion.
This role as a financial planner requires at least three years of experience and proficiency in Mandarin and/or Cantonese. You will be responsible for providing tailored financial advice and growing a portfolio through dedicated relationship management and networking. Collaboration with service partners will further enhance your business opportunities.
Key Responsibilities:
• Deliver tailored financial advice to clients
• Maintain and grow a mass-affluent portfolio
• Foster relationships with partners and services for referrals
Requirements:
• Must be proficient in Mandarin and/or Cantonese
• Financial Planning Designation (CFP) is essential
• Mutual Funds License (IFIC or CSC) required
...
This role as a financial planner requires at least three years of experience and proficiency in Mandarin and/or Cantonese. You will be responsible for providing tailored financial advice and growing a portfolio through dedicated relationship management and networking. Collaboration with service partners will further enhance your business opportunities.
Key Responsibilities:
• Deliver tailored financial advice to clients
• Maintain and grow a mass-affluent portfolio
• Foster relationships with partners and services for referrals
Requirements:
• Must be proficient in Mandarin and/or Cantonese
• Financial Planning Designation (CFP) is essential
• Mutual Funds License (IFIC or CSC) required
...