Job specializations:
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Finance & Banking
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Business
Job Description & How to Apply Below
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
- Experience using Linx, Casper, Sales Platform, and RBC systems
- IT literacy, Microsoft Office, and digital knowledge
- Strong 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.
Position Requirements
10+ Years work experienceTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).