Role Overview
As an Associate, you provide direct client and sales support to Financial Planners, contributing to a differentiated client experience and collaborating with partners across the organization to identify and meet client needs and goals.
What You Will Do
Enable Financial Planners by assisting with client meetings, supporting the fulfilment of credit, investments, and everyday banking solutions, and leveraging routines to ensure efficient completion of client tasks.
Why It Might Be a Fit
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.
Requirements
- Mutual Funds accreditation
- Previous experience in personal lending, investments and general banking with clients directly
- IT literacy including the Microsoft Office suite of products, and digital knowledge
- Excellent communication skills
- 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
- Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS
- Bilingualism (English and French)
Benefits
- 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
To apply for this job please visit rbc.wd3.myworkdayjobs.com.
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