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 robust 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 (Vancouver)
🏢 RBC
📍 Vancouver