Rbc Financial Planning Associate Role Burnaby (Canada)

Rbc Financial Planning Associate Role Burnaby (Canada)

30 Sep
|
Canada Job Bank
|
Canada

30 Sep

Canada Job Bank

Canada

Embark on your qualified journey at Royal Bank of Canada as a Financial Planning Associate. This agile 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 strong 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.

📌 Rbc Financial Planning Associate Role Burnaby (Canada)
🏢 Canada Job Bank
📍 Canada

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