Associate in Financial Planning at RBC

Join RBC as a Financial Planning Associate in Ottawa, where you’ll proactively support sales initiatives and enhance client interactions. This full-time role is designed for driven individuals passionate about financial services. In this capacity, you will play a key role in building client relationships and assisting Financial Planners in fulfilling their sales goals. Your support will ensure a seamless experience for clients, meeting their financial needs effectively. Emphasizing proactive advice and digital engagement, you will make a significant impact on the team’s success. Key Responsibilities: • Identify and expand client relationships effectively • Prepare for meetings with Financial Planners • Serve as an advocate for clients through digital channels • Comply with policies to mitigate risk • Review sales progress regularly Requirements: • Must have Mutual Funds accreditation • Proven experience in banking and investment advisory • Strong relationship-building skills • Commitment to personal growth and ethics • Ability to collaborate with team members and partners Bring your expertise to RBC and support a rewarding financial journey for clients in Ottawa. #J-18808-Ljbffr

Want to see how well you match this job?