Client-Centric Financial Planning Associate (Moncton)

Client-Centric Financial Planning Associate (Moncton)

23 Aug
|
RBC
|
Moncton

23 Aug

RBC

Moncton

RBC in Halifax is seeking an Associate to provide proactive sales support and responsive client contact for a team of Financial Planners. You will help the unit achieve sales objectives by delivering a differentiated client experience and collaborating across the organization to meet client needs.

In this role you will enable Financial Planners with pre- and post-interaction support, identify client opportunities, coordinate referrals, and assist with banking, investments and credit solutions.

📌 Client-Centric Financial Planning Associate (Moncton)
🏢 RBC
📍 Moncton

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