Support Financial Planners across British Columbia through proactive sales support, client contact, and fulfillment for financial planning needs. Help strengthen client relationships.
As an Associate at RBC, you provide pre and post-interaction enablement and client service for financial plans. You identify needs, make referrals, and support credit, investment, and everyday banking solutions. The position contributes to team sales objectives and differentiated client experiences.
Key Responsibilities:
- Support Financial Planners before and after client interactions
- Prepare for client meetings and fulfill banking solutions
- Identify needs, make referrals, and expand relationships
- Lead clients with advice through digital channels
- Follow policies and identify operational risk areas
Requirements:
- Mutual Funds accreditation, such as Canadian Securities Course
- Expertise across everyday banking, investments, and credit
- Strong client contact routines supporting team calendars
- Flexibility, eagerness to learn, and strong personal ethics
- Ability to collaborate independently and across partners
Bring financial advice, relationship-building, and sales enablement skills to RBC's Financial Planning team across British Columbia.
Financial Planning Associate RBC British Columbia in Vancouver 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.
