Job Description
Elevate your career with a Financial Planning Associate role at RBC in Burlington, Canada. Provide essential sales support and strengthen client relationships through effective financial planning services.
As a Financial Planning Associate, you will work closely with Financial Planners to enhance client experiences both pre- and post-interaction. Your contributions will help drive sales objectives and expand client relationships by identifying needs and tracking progress. This position demands a proactive approach, technical knowledge, and collaboration with various partners to meet comprehensive financial needs.
Key Responsibilities
- Support Financial Planners with client meeting preparation
- Identify and fulfill client needs proactively
- Monitor sales progress against team objectives
- Lead as a Digital Ambassador to educate clients
- Ensure compliance with policies and operational practices