Associate Financial Planner

Position: Associate Financial Planner Role at RBC
Elevate your career at RBC as an Associate Financial Planner, providing proactive support and client contact in Vancouver, Canada. Enhance the client journey while achieving sales objectives through strategic teamwork.

In this key role, you will work alongside Financial Planners, providing them with essential sales support and enabling great client interactions. Your contribution to effective communication and relationship management will strengthen client ties and facilitate their banking experiences. A solid understanding of financial services, coupled with Cantonese or Mandarin language skills, is necessary.

Key Responsibilities:

• Collaborate with Financial Planners for client service

• Track sales progress against the team’s annual plan

• Assist in preparing client meeting materials

• Promote digital solutions to improve engagement

• Identify and address operational risks

Requirements:

• Mutual Funds accreditation or equivalent

• Strong experience in client relationship management

• Fluent in Cantonese or Mandarin

• Independent worker with strong teamwork abilities

• Committed to ongoing learning and professional growth

Bring your skills in client service and financial solutions to RBC and drive impactful change in Vancouver.
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