RBC Financial Planning Associate Role (British Columbia)

RBC Financial Planning Associate Role (British Columbia)

27 Sep
|
Canada Job Bank
|
British Columbia

27 Sep

Canada Job Bank

British Columbia

Embark on your professional journey at Royal Bank of Canada as a Financial Planning Associate. This dynamic full-time role is ideal for those seeking to provide outstanding client support in Burnaby, Vancouver, Langley, or Kelowna.

As a vital member of the Personal & Commercial Banking team, your focus will be on enhancing client experiences and supporting Financial Planners with their objectives. You'll engage with clients to provide tailored advice and foster crucial relationships, all within a team-oriented culture enriched by RBC's digital resources.

Key Responsibilities:
• Prepare clients and Financial Planners for meetings
• Nurture and develop robust client relationships
• Assist in delivering banking, investment, and credit solutions




• Act as a knowledgeable Digital Ambassador for clients
• Ensure compliance with RBC's operational policies

Requirements:
• Mutual Funds accreditation (IFIC or CSC)
• Experience in financial advisory services
• Strong ability to work independently and cooperatively
• Comprehension of banking and investment solutions
• Proven skills in relationship-building with clients

Help clients enjoy effortless financial planning while growing your career at RBC.
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📌 RBC Financial Planning Associate Role (British Columbia)
🏢 Canada Job Bank
📍 British Columbia

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