Associate, Financial Planning
Top Benefits
About the role
Job Description
What is the opportunity?
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.
What will you do?
- You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
- Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan
- Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
- You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
What do you need to succeed?
Must-have
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs
- Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills
- Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial industry
- Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Associate, Financial Planning
Top Benefits
About the role
Job Description
What is the opportunity?
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.
What will you do?
- You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
- Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan
- Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
- You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
What do you need to succeed?
Must-have
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs
- Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills
- Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial industry
- Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.