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.This is for current and upcoming opportunities in Vancouver Lower Mainland. Please include your preferred location in your application. Work environment: Home office with flexibility to attend events or meetings when required.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
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
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
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
Address:
4370 KINGSWAY:BURNABYCity:
BurnabyCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-02-06Application Deadline:
2026-05-21Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Associate, Financial Planning • BURNABY, British Columbia, Canada
Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investme... Voir plus
You will be responsible for building, maintaining, and enhancing financial models used across the organization for business planning, asset performance monitoring, investment analysis, corporate de... Voir plus
Join Raymond James Ltd as a Registered Plans Associate focused on vital administrative functions related to registered plans on a 12-month contract.This position is ideal for those looking to broad... Voir plus
Join Drax as a Financial Planning Specialist focused on enhancing Pellet operations through strategic financial analysis.Contribute to a sustainable energy future while optimizing planning and repo... Voir plus
Beem Credit Union is seeking a Financial Services Associate 1 at our Burnaby location.This on-site full-time role focuses on client transactions, product knowledge, and personalized service.Join a ... Voir plus
Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.Since the beginning, our focus has been the stewardsh... Voir plus
Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Voir plus
A leading financial services company located in Canada is seeking an Associate Director and Actuary to support its Chief Actuary.Responsibilities include leading quarterly forecasts and new product... Voir plus
The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive a... Voir plus
A leading financial institution in Vancouver is seeking a Financial Planning Specialist to provide customized financial planning advice to High Net Worth clients.The role involves preparing compreh... Voir plus
A forward-thinking fintech startup in Canada seeks an FP&A Associate to join their Strategic Finance team.This role will focus on financial forecasting, analysis, and reporting while collaborating ... Voir plus
A leading wealth management firm is seeking an Investment Associate in Vancouver, BC.The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advi... Voir plus
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Voir plus
A financial services company in Vancouver is seeking a Recruitment Associate to join its dynamic Cash Management Group.This full-time position involves sourcing and recruiting top candidates, facil... Voir plus
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Voir plus
You will be responsible for building, maintaining, and enhancing financial models used across the organization for business planning, asset performance monitoring, investment analysis, corporate de... Voir plus
Launch your finance career forward as a Senior FP&A Associate! Contribute to strategic financial initiatives and support M&A processes in a remote-first workplace emphasizing data accessibility and... Voir plus
A financial services firm in Vancouver is seeking an Associate/Financial Advisor to enhance client relationships and investment strategies.The ideal candidate has over five years in the financial i... Voir plus
Make a difference as a Wealth Associate with National Bank, where exceptional customer service meets financial expertise.Enjoy hybrid work flexibility and a supportive team environment.In your role... Voir plus
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal fi... Voir plus
