Step into the role of Financial Planning Associate at RBC in Vancouver, Canada, where you'll provide essential sales backing and client support. This role is designed to enrich client experiences while reaching sales targets.
As a Financial Planning Associate, your support will be vital for Financial Planners, allowing them to deliver tailored insights and services. You'll play a crucial role in identifying client requirements, expanding relationships, and promoting engagement through digital avenues. Proficiency in Cantonese or Mandarin will enhance your effectiveness in client interactions.
Key Responsibilities:
• Enable Financial Planners with client service tasks
• Expand and maintain profitable client relationships
• Prepare for client meetings and facilitate service delivery
• Educate clients on banking and investment options
• Maintain high compliance standards
Requirements:
• Required Mutual Funds accreditation
• Proven ability to foster client relationships
• Language skills in Cantonese or Mandarin preferred
• Flexible and eager to learn new concepts
• Solid collaborative team player
Utilize your financial planning expertise and client service capabilities at RBC to drive success in Vancouver.
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