Financial Planning Associate - #668238


Date: 3 days ago
City: Richmond Hill, ON
Contract type: Full time
Job Summary

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?


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.

Fluent in Mandarin and Cantonese


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

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details







Work hours/week:


Employment Type:

Full time


Personal and Commercial Banking

Job Type:


Pay Type:


Posted Date:


Application Deadline:


Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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