Financial Planning Associate

This Financial Planning Associate opportunity is built around supporting from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

How the role is set up

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Our Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.

Where someone would start

Supporting from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities. Driving innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. What is the opportunity?As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners.

What is expected

• Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients.
• You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience.

Job details

• Review progress against the teams’ annual sales plan.