Elevate your career with RBC as a Financial Planning Associate in Vancouver. Leverage your expertise in client interactions to enhance the financial advisory experience.

In this full time role, you will support Financial Planners by providing proactive client engagement and value-based services. Your responsibilities include assisting with financial plans, maximizing client relationships, and tracking progress against sales objectives. Additionally, you will serve as a Digital Ambassador, guiding clients through digital solutions while enhancing your knowledge of the latest technologies.

Key Responsibilities:
• Provide pre and post-interaction support for Financial Planners
• Identify client needs and expand profitable relationships
• Assist Financial Planners in preparing for client meetings




• Lead as a Digital Ambassador to educate clients on technology
• Ensure compliance with organizational policies and identify risks

Requirements:
• Accreditation in Mutual Funds or Canadian Securities Course
• Experience in personal and business financial advisory
• Strong routine in client contact and relationship building
• Flexible, eager to learn, and strong personal ethics
• Fluency in Mandarin or Cantonese required

Apply your financial expertise and client service skills to guide clients at RBC in Vancouver.
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📌 Financial Planning Associate at RBC (British Columbia)
🏢 RBC
📍 British Columbia