Associate, Financial Planning - Burnaby

Only for registered members Burnaby, Canada

6 days ago

Default job background
Full time

Job summary

This is an opportunity for current and upcoming associates to work in Vancouver Lower Mainland. As an Associate, you will provide proactive sales support and responsive value-based client contact for a team of Financial Planners.

The role involves collaborating 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.

Responsibilities

  • You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre- post-interaction enablement service fulfillment in connection with their financial plan
  • Maximize opportunities to effectively identify client needs make referrals expand profitable client relationships track review progress against the teams annual sales plan

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