Relationship Financial Planner, Asian Market
Core
Advise and support mass affluent clients from the Asian community to achieve their financial goals using investment, credit, and everyday banking solutions.
Role type
Financial Planner (Mass Affluent)
Builds
Long-term client relationships and portfolio growth
Domain
Banking / Financial Planning
Deliverable
client delivery
Required skills
Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), networking, client acquisition, bilingualism (English/French)
Responsibilities
Provide tailor-made financial planning advice, maintain and expand client portfolio, cultivate relationships with service partners and local markets
