Support Financial Planners in Edmonton through proactive sales support, client contact, and advice across banking, investments, and credit solutions.
As an Associate, you strengthen client relationships while helping the Financial Planning team achieve sales objectives. You coordinate pre- and post-interaction enablement, identify client needs, make referrals, and support fulfillment. Your work also includes digital education, technology awareness, and operational risk diligence.
Key Responsibilities:
- Support Financial Planners before and after client interactions
- Prepare meetings and support credit, investment, and banking fulfillment
- Identify needs, make referrals, and expand client relationships
- Track progress against the team’s annual sales plan
- Lead digital advice and maintain digital technology awareness
Requirements:
- Mutual Funds accreditation, such as IFC or Canadian Securities Course
- Expertise across everyday banking, investments, and credit
- Solid client contact routines supporting proactive team calendars
- Flexibility, eagerness to learn, ethics, and hunger for success
- Ability to collaborate independently and within teams
Bring financial advice, client relationship, and sales enablement strengths to RBC’s Financial Planning team in Edmonton.
📌 Financial Planning Sales Support Associate (Edmonton)
🏢 RBC
📍 Edmonton