Investment and Retirement Planning Assistant
Richmond, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Candidates need Mandarin or Cantonese skills, strong Microsoft Office skills, and excellent written and oral communication. They must be organized, able to prioritize, and able to work independently in a fast-paced sales environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Marketing Central, Sales & Service Platform, RBCNet
Ultra-High-Net-Worth Financial Planner
Vancouver, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
8+ ansCandidates need a CPA designation, the In-Depth Tax Program, and 8 to 10+ years of industry experience serving high- and ultra-high-net-worth clients. Strong analytical, communication and relationship skills are required.
Securities, Sales, Financial planning, Risk management, Communication skills, Presentation skills