Financial Planning Associate

Position: Financial Planning Associate at RBC
Enhance your career as a Financial Planning Associate with RBC in London, Canada. Provide proactive sales support and client services to Financial Planners while fostering trusted client relationships.

In this full-time Associate role, you will collaborate directly with Financial Planners to enable superior client service and fulfillment. Your responsibilities will include identifying client needs, expanding client relationships, and supporting various financial solutions. As a Digital Ambassador, you will lead with advice while staying current on technology to enhance client engagement.

Key Responsibilities:

• Collaborate with Financial Planners for client support

• Identify client needs and expand profitable relationships

• Assist with client meeting preparations and fulfilment

• Lead client education initiatives leveraging digital technology

• Maintain compliance with policies and procedures

Requirements:

• Mutual Funds accreditation is mandatory

• Expertise in everyday banking, investments, and credit

• Strong client contact routines for proactive engagement

• Flexibility and eagerness to learn new practices

• Capability for team collaboration and client-centric solutions

Utilize your skills in client engagement and financial advisory to thrive at RBC in London.
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