Improve Financial Planning operations at RBC in Montréal through efficient routines, digital tools, and thoughtful client support. Help teams deliver accurate service.
As an Associate, Financial Planning, you support planners with administrative activities and client meeting preparation. You identify efficiency improvements, resolve client problems, and collaborate across RBC to meet needs and goals. The role includes leadership around Associate development and innovative ideas.
Key Responsibilities:
- Use routines to complete client tasks efficiently
- Identify improvements that increase operational effectiveness
- Support planner administration and superior client experiences
- Collaborate with partners to identify and meet needs
- Contribute innovative ideas and Associate development leadership
Requirements:
- Experience using Linx, Casper, Sales Platform, and RBC systems
- IT literacy, Microsoft Office, and digital knowledge
- Robust multitasking, problem-solving, and priority-management skills
- Flexibility, eagerness to learn, and strong personal ethics
- Client-relationship experience within the financial industry preferred
Apply financial services expertise, continuous improvement, and collaboration to strengthen RBC’s Financial Planning operations in Montréal.
📌 RBC Financial Planning Operations Associate (Gatineau)
🏢 RBC
📍 Gatineau