AeroLeads people directory · profile
Samuel Chen Email & Phone Number
Financial Planner
at
RBC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Vancouver, British Columbia, Canada
Company size
Who is Samuel Chen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Samuel Chen is listed as Financial Planner at RBC, a company with 97166 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Samuel Chen.
Samuel Chen previously worked as Relationship Manager Planning Specialist at Rbc and Premier Relationship Manager at Hsbc. Samuel Chen holds Bachelor Of Arts - Ba, Sociology And Economics from The University Of British Columbia.
Company email context
Email format at RBC
This section adds company-level context without repeating Samuel Chen's masked contact details.
RBC
Review company-level records connected to Samuel Chen before choosing the right outreach path.
Profile bio
About Samuel Chen
Being known as a person who is passionate about building "connections", I determined to excel in the career of client relationship building. Through my past work and academic experience, I have developed outstanding communication and writing skills, as well as the ability to manage websites and various social media platforms efficiently and creatively. In addition, being proficient in both English and Chinese (Mandarin) is another asset I am proud of.
Current workplace
Samuel Chen's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc
11 roles
Samuel Chen work experience
A career timeline built from the work history available for this profile.
Relationship Manager Planning Specialist
Current
Mar 2024 - Present
Premier Relationship Manager
Sep 2022 - Mar 2024
Financial Advisor
- Achieved $12 million in personal investment and lending volume annually by providing tailored financial advisory
- Assisted small business clients with their credit needs by performing financial analysis and providing term loan and line of credit to help them achieve business expansion
- Received outstanding and higher than target LEI (Legendary Experience Index) score through proactive relationship management and collaboration with partners from all lines of business
- Awarded… Show more
- Awarded Quarterly Spotlight, a merit given to top scorecard performers in district, in Q3 2021 and Q4 2021 Show less
Mar 2020 - Sep 2022
Financial Advisor/ Pfs Trainee
Mar 2019 - Mar 2020
Investment Relationship Manager, Trainee
Gentai Capital Corporation
- Grew the portfolio AUM by $700,000 in five months by performing dedicated client outreach and providing extensive product knowledge to prospective investor
- Built strong network externally by building relationship with COIs and participating in relevant events
- Coordinated sales events and shareholders’ events for over 50 people
Jun 2018 - Nov 2018
Communications Coordinator In The Frogbear Project
- Facilitated communication between project team members and partner institutions
- Assisted website management and promotion on social media accounts such as Weibo and increased followers by 30%
- Completed a wide variety of tasks including file translation, data entry and content writing
- Helped create event publicity for special events and received good feedback
May 2017 - Apr 2018
Marketing Associate
- Wrote promotional posts on club Facebook page which got 338 followers
- Designed posters and Facebook page cover photos by using Adobe Photoshop for event publicity
- Recruited more than 100 new members on UBC Imagine day
- Planned one of our monthly discussion events and achieved 50+ attendees
- Worked as dialogue facilitators in the events and received good feedback
Sep 2016 - Apr 2018
Marketing Communications Intern
- Managed digital assets by using Assetbank which largely increased team efficiency
- Helped senior marketing manager do some clerical task including data collection and data analysis
- Took photographs in events as social media marketing materials
Jan 2017 - Apr 2017
English Teacher
Sheng Qiao Lai Mei Education
- Taught high school students English as preparation for IELTS test
- Organised and delivered classroom lectures to students daily
- Evaluated students' class work and assignments
Jun 2016 - Aug 2016
Sat Teaching Assistant
- Helped teachers correcting exams and assignments timely for the completion of teaching schedule
- Gave office hours to students and helped them achieve satisfactory grades
- Efficiently worked under pressure in fast-paced environment
Jan 2014 - Apr 2014
Team & coworkers
Colleagues at RBC
Other employees you can reach at rbc.com. View company contacts for 97166 employees →
WG
Wu Gao
Colleague at RbcRichmond Hill, Ontario, Canada, Canada
View →
ML
Meng L.
Colleague at RbcGreater Vancouver Metropolitan Area, Canada
View →
T(
Tianyi (Alex) Zuo
Colleague at RbcBurnaby, British Columbia, Canada, Canada
View →
SM
Sparsh Mehta
Colleague at RbcToronto, Ontario, Canada, Canada
View →
EP
Edith Peters
Colleague at RbcMississauga, Ontario, Canada, Canada
View →
JP
Jeanne Poirier
Colleague at RbcVictoria, Subdivision B, Nova Scotia, Canada, Canada
View →
DR
Darren Richard
Colleague at RbcDieppe, New Brunswick, Canada, Canada
View →
CL
Charmain Loobie
Colleague at RbcTrinidad And Tobago, Trinidad And Tobago
View →
RA
Rajesh Allahabad
Colleague at RbcUttar Pradesh, India, India
View →
HN
Hills Nikesha
Colleague at RbcTrinidad And Tobago, Trinidad And Tobago
View →
Wu Gao
Colleague at RbcRichmond Hill, Ontario, Canada, Canada
View →
ML
Meng L.
Colleague at RbcGreater Vancouver Metropolitan Area, Canada
View →
T(
Tianyi (Alex) Zuo
Colleague at RbcBurnaby, British Columbia, Canada, Canada
View →
SM
Sparsh Mehta
Colleague at RbcToronto, Ontario, Canada, Canada
View →
EP
Edith Peters
Colleague at RbcMississauga, Ontario, Canada, Canada
View →
JP
Jeanne Poirier
Colleague at RbcVictoria, Subdivision B, Nova Scotia, Canada, Canada
View →
DR
Darren Richard
Colleague at RbcDieppe, New Brunswick, Canada, Canada
View →
CL
Charmain Loobie
Colleague at RbcTrinidad And Tobago, Trinidad And Tobago
View →
RA
Rajesh Allahabad
Colleague at RbcUttar Pradesh, India, India
View →
HN
Hills Nikesha
Colleague at RbcTrinidad And Tobago, Trinidad And Tobago
View →
4 education records
Samuel Chen education
Bachelor Of Arts - Ba, Sociology And Economics
Canadian Securities Course (Csc®)
Canadian Securities Institute
Financial Planning I
Canadian Securities Institute
Personal Financial Services Advice
Canadian Securities Institute
FAQ
Frequently asked questions about Samuel Chen
Quick answers generated from the profile data available on this page.
What company does Samuel Chen work for?
Samuel Chen works for RBC.
What is Samuel Chen's role at RBC?
Samuel Chen is listed as Financial Planner at RBC.
Where is Samuel Chen based?
Samuel Chen is based in Vancouver, British Columbia, Canada while working with RBC.
What companies has Samuel Chen worked for?
Samuel Chen has worked for Rbc, Hsbc, Td, Gentai Capital Corporation, and The University Of British Columbia.
Who are Samuel Chen's colleagues at RBC?
Samuel Chen's colleagues at RBC include Wu Gao, Meng L., Tianyi (Alex) Zuo, Sparsh Mehta, and Edith Peters.
How can I contact Samuel Chen?
You can use AeroLeads to view verified contact signals for Samuel Chen at RBC, including work email, phone, and LinkedIn data when available.
What schools did Samuel Chen attend?
Samuel Chen holds Bachelor Of Arts - Ba, Sociology And Economics from The University Of British Columbia.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Samuel Chen you were looking for.
View similar profiles
