Job Description
Join RBC in Burlington as a Financial Planning Associate to enhance client service and drive sales initiatives. Focus on proactive client interactions and support Financial Planners effectively.
In this strategic role, you will work alongside Financial Planners to deliver high-quality client support and service fulfillment. Your responsibilities will involve identifying client needs and expanding profitable relationships, contributing to the overall success of the team. Collaboration with partners and maintaining operational compliance is key to succeeding in this dynamic environment.
Key Responsibilities:
• Collaborate with Financial Planners to enhance client experience
• Identify client financial needs and provide solutions
• Track progress against annual sales objectives
• Educate clients on financial products and services
• Ensure adherence to policies and operational guidelines
Requirements:
• Mutual Funds accreditation or equivalent
• Ability to lev...
In this strategic role, you will work alongside Financial Planners to deliver high-quality client support and service fulfillment. Your responsibilities will involve identifying client needs and expanding profitable relationships, contributing to the overall success of the team. Collaboration with partners and maintaining operational compliance is key to succeeding in this dynamic environment.
Key Responsibilities:
• Collaborate with Financial Planners to enhance client experience
• Identify client financial needs and provide solutions
• Track progress against annual sales objectives
• Educate clients on financial products and services
• Ensure adherence to policies and operational guidelines
Requirements:
• Mutual Funds accreditation or equivalent
• Ability to lev...