Job Description
Advance your expertise as a Financial Planning Associate with RBC in Burlington, Canada. This vital role supports sales, strengthens client relations, and enhances financial planning services.
In the position of Financial Planning Associate, you will collaborate closely with Financial Planners to improve client experiences both before and after interactions. Your insights will drive sales growth and foster relationships by identifying client needs and monitoring progress. This role requires a proactive attitude, solid technical knowledge, and teamwork with various partners to address clients' financial needs.
Key Responsibilities:
• Support Financial Planners in preparing for client meetings
• Identify and address client needs proactively
• Monitor the sales progress toward team objectives
• Act as a Digital Ambassador to educate clients
• Ensure compliance with operational policies and practices
Requirements:
• Mutual Funds accreditation or similar certifica...
In the position of Financial Planning Associate, you will collaborate closely with Financial Planners to improve client experiences both before and after interactions. Your insights will drive sales growth and foster relationships by identifying client needs and monitoring progress. This role requires a proactive attitude, solid technical knowledge, and teamwork with various partners to address clients' financial needs.
Key Responsibilities:
• Support Financial Planners in preparing for client meetings
• Identify and address client needs proactively
• Monitor the sales progress toward team objectives
• Act as a Digital Ambassador to educate clients
• Ensure compliance with operational policies and practices
Requirements:
• Mutual Funds accreditation or similar certifica...