Associate

Job Description

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 opportunity is open to all of ONE.

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 identify correct areas of operational risk.

What do you need to succeed?

Must-have :

Nice-to-have :

What’s in it for you?

Inclusion and Equal Opportunity Employment

At 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 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.

Job Details

Application Notice

Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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