Join Royal Bank of Canada as a Financial Planning Associate at our Vancouver Main Branch. Enhance client interactions and support Financial Planners with your expertise in personal and business finances.
This full-time role is perfect for self-motivated individuals with excellent interpersonal skills. As a strategic member of the Financial Planning team, you will support client service initiatives, maximizing opportunities and expanding client relationships. Your skills in Mutual Funds accreditation will be essential in enabling financial solutions for clients.
Key Responsibilities:
• Support Financial Planners with pre- and post-interaction tasks
• Identify client needs and track progress against sales plans
• Assist in meeting preparation for client engagements




• Promote digital services and educate clients as a Digital Ambassador
• Ensure compliance with policies and operational risk management
Requirements:
• Mutual Funds accreditation (IFIC or CSC required)
• Strong collaboration skills in team and independent settings
• Fluency in Mandarin and/or Cantonese
• Proven client relationship management experience
• Robust personal ethics and drive for success
Leverage your financial knowledge and interpersonal skills to support clients at RBC, fostering growth in financial advice and client satisfaction.
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📌 Financial Planning Associate in Vancouver
🏢 Royal Bank of Canada
📍 Vancouver