Join RBC as a Financial Planning Associate, providing key sales support and enhancing client interaction in Vancouver, Canada. This role focuses on fostering solid client relationships and meeting their financial needs.

As a Financial Planning Associate, you will collaborate with Financial Planners to drive sales goals and improve clientele experiences. Your expertise in both personal and business financial advice will help identify and fulfill client needs, ensuring a seamless banking experience. Proficiency in Cantonese or Mandarin is essential for effective communication.

Key Responsibilities: • Support Financial Planners with client meetings and preparations • Identify client needs and expand profitable relationships • Assist in credit, investment,



and banking service fulfillment • Act as a Digital Ambassador to enhance client engagement • Ensure compliance with all financial policies and procedures

Requirements: • Mutual Funds accreditation or related certification • Proven rapport building in the financial sector • Proficiency in Cantonese or Mandarin • Eager to learn and work collaboratively • Ability to manage client calendars proactively

Bring your financial expertise, client service skills, and language abilities to thrive at RBC in Vancouver. #J-18808-Ljbffr

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