Financial Planner, Investment and Retirement Planning - South Vancouver Market

Create custom investment solutions for prospective and existing clients using proprietary and third-party mutual fund strategies. Acquire and consolidate new-to-RBC clients and assets while connecting them with the appropriate team members for continuous service needs. Develop external business referral sources through networking, marketing, and leveraging centers of influence alongside internal partner referrals. Provide tailor-made financial planning advice to help clients achieve long-term financial goals. Fluency in Cantonese or Mandarin is required; a Financial Planning Designation (PFP, QAFPTM, or CFP) or close to completing the Mutual Funds License is necessary. Minimum two years of financial planning experience and proven networking skills are expected. Work 37.5 hours weekly in a hybrid home-office/branch environment with a flexible schedule based on client preferences.