Enhance financial client experiences with RBC as a Financial Planning Associate in Burlington, Canada. Provide proactive sales support for Financial Planners, ensuring clients receive expert guidance.
In this full-time role, you become an essential part of the Financial Planning team, working alongside Financial Planners to facilitate effective client interactions. Responsibilities include identifying client needs, maximizing profitable relationships, and utilizing digital tools to enhance client service and education. Strong collaboration with the team is crucial for achieving shared sales objectives.
Key Responsibilities:
• Provide pre- and post-interaction support for Financial Planners
• Identify and meet client needs for financial goals
• Assist with preparations for client meetings and fulfillment
• Track and review progress against annual sales plans
• Lead as a Digital Ambassador to enhance technology engagement
Requirements:
• Mutual Funds accreditation required
• Strong knowledge in banking, investments, and credit
• Excellent client contact and retention skills
• Team-oriented with strong collaboration capabilities
• Flexibility and eagerness to learn
Become a vital contributor to RBC's success while supporting clients' financial journeys and objectives.
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