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 • Versatile, 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. #J-18808-Ljbffr

📌 Financial Planning Associate at RBC (Winnipeg)
🏢 RBC
📍 Winnipeg