Support Financial Planners across British Columbia through proactive sales support, client contact, and fulfillment for financial planning needs. Help strengthen client relationships.
As an Associate at RBC, you provide pre and post-interaction enablement and client service for financial plans. You identify needs, make referrals, and support credit, investment, and everyday banking solutions. The position contributes to team sales objectives and differentiated client experiences.
Key Responsibilities: Support Financial Planners before and after client interactions
Prepare for client meetings and fulfill banking solutions
Identify needs, make referrals, and expand relationships
Lead clients with advice through digital channels




Follow policies and identify operational risk areas
Requirements: Mutual Funds accreditation, such as Canadian Securities Course
Expertise across everyday banking, investments, and credit
Strong client contact routines supporting team calendars
Flexibility, eagerness to learn, and solid personal ethics
Ability to collaborate independently and across partners
Bring financial advice, relationship-building, and sales enablement skills to RBC’s Financial Planning team across British Columbia.

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📌 Financial Planning Associate RBC British Columbia
🏢 RBC
📍 British Columbia