Financial Planning Associate: Client Success & Engagement (Alberta)

Financial Planning Associate: Client Success & Engagement (Alberta)

19 Oct
|
RBC
|
Alberta

19 Oct

RBC

Alberta

RBC Edmonton is seeking an Associate in Personal & Commercial Banking to provide proactive sales support and client-centered service to a team of Financial Planners. You will work with advisors to enable and fulfill financial plans, strengthen client relationships, and help clients meet their goals.
You will identify needs, make referrals, prepare for client meetings, and support credit, investments and everyday banking solutions.

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📌 Financial Planning Associate: Client Success & Engagement (Alberta)
🏢 RBC
📍 Alberta

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