RBC seeks a proactive Financial Planner Associate in Vancouver to deliver sales support and enhance client experiences. Collaborate with Financial Planners, develop client relationships, and drive sales objectives effectively.
As an Associate, you will play a crucial role in a dynamic team, supporting Financial Planners in achieving their sales targets. Your strong sales enablement skills will help in identifying client needs and enhancing profitable relationships. Engage actively with clients, provide high-level service, and contribute to a differentiated experience throughout their financial journey.
Key Responsibilities: • Support Financial Planners with pre and post-interaction enablement • Identify and track client needs, referrals,
and sales progress • Prepare for client meetings and assist in fulfilling banking solutions • Educate clients and stay current as a Digital Ambassador • Follow policies to mitigate operational risks
Requirements: • Mutual Funds accreditation (e.g., Investment Funds in Canada) • Robust client engagement and calendar management skills • Flexibility and eagerness to learn in a team-oriented environment • Proven ability to integrate banking, investment, and credit advice • Robust ethics and independence in work
Elevate the client experience by leveraging relationships and fulfilling diverse financial needs with RBC's support in Vancouver. #J-18808-Ljbffr