Elevate your career with RBC as a Financial Planning Associate in Mississauga.

Support Financial

Planners by enhancing client experiences and achieving sales objectives collaboratively. In this full time role, you'll play a strategic part in the Financial Planning team, assisting Financial Planners with client interactions and service fulfillment.

Your responsibilities will include maximizing client relationship opportunities, referrals, and tracking sales progress, all while providing insightful financial advice.

Your role as a Digital Ambassador will help educate clients through proactive engagement. Key Responsibilities:

- Support Financial Planners with pre- and post-client interactions
- Identify client needs and expand profitable relationships




- Assist in preparations for client meetings and fulfill service requests
- Exercise due diligence in following operational policies
- Lead digitally to educate clients and enhance user experience Requirements:
- Mutual Funds accreditation required
- Strong client contact routines and relationship-building skills
- Ability to work independently and collaboratively
- Eagerness to learn and strong ethical standards
- Experience with complex banking and investment advice Bring your expertise in financial planning and strong client relationship skills to RBC to help clients thrive.

📌 Financial Planning Associate in Mississauga
🏢 RBC
📍 Mississauga