Support Financial Planners in Edmonton through proactive sales support, client contact, and advice across banking, investments, and credit solutions.
As an Associate, you strengthen client relationships while helping the Financial Planning team achieve sales objectives. You coordinate pre- and post-interaction enablement, identify client needs, make referrals, and support fulfillment. Your work also includes digital education, technology awareness, and operational risk diligence.
Key Responsibilities:
- Support Financial Planners before and after client interactions
- Prepare meetings and support credit, investment, and banking fulfillment
- Identify needs, make referrals, and expand client relationships
- Track progress against the team's annual sales plan
- Lead digital advice and maintain digital technology awareness
Requirements:
- Mutual Funds accreditation, such as IFC or Canadian Securities Course
- Expertise across everyday banking, investments, and credit
- Strong client contact routines supporting proactive team calendars
- Flexibility, eagerness to learn, ethics, and hunger for success
- Ability to collaborate independently and within teams
Bring financial advice, client relationship, and sales enablement strengths to RBC's Financial Planning team in Edmonton.
Financial Planning Sales Support Associate in Edmonton employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
