Associate, Financial Planning

Royal Bank of Canada is located at VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER. The company is actively seeking applicants for the role of Associate, Financial Planning. The applicant should be a self-motivated individual with excellent interpersonal skills. The successful candidate will be required to commence work at the earliest opportunity. It will be a Full time job.

Employer Name : Royal Bank of Canada
Position : Associate, Financial Planning
Salary : CA$70,000 – CA$90,000 annually
Work hours/week : 37.5
Employment type : Full-time
Location : VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

• The candidate must act as a strategic member of the Financial Planning team, supporting Financial Planners with pre- and post-interaction enablement, client service, and fulfillment related to financial plans.
• The candidate will be responsible for maximizing opportunities to identify client needs, make referrals, expand profitable client relationships, and track and review progress against the team’s annual sales plan.
• The candidate will be responsible for increasing sales enablement for Financial Planners by assisting with client meeting preparation and supporting the fulfilment of credit, investment, and everyday banking solutions.
• The candidate will be required to enable and educate clients by proactively leading with advice, supporting digital services, and acting as a Digital Ambassador while building digital IQ.
• The candidate must exercise due diligence in following all policies and procedures and identify and correct areas of operational risk.

Job Requirements

• The candidate must hold Mutual Funds accreditation such as Investment Funds in Canada (IFIC) or the Canadian Securities Course (CSC).
• The candidate will be required to act as a One RBC Advisor, providing a breadth and depth of knowledge across banking, investments, and credit to support personal and business clients.
• The candidate must establish strong client contact routines to proactively build their calendar and the Financial Planner’s calendar while supporting retention activities.
• The candidate must demonstrate flexibility, eagerness to learn, strong personal ethics, and a strong drive for success.
• The candidate must have the ability to work independently and in a team environment while demonstrating strong collaboration skills.
• The candidate must have the ability to leverage their own capabilities and those of the right partner in the ecosystem to meet clients’ financial needs.
• The candidate must have fluency in Mandarin and/or Cantonese.
• The candidate must have a proven track record in building rapport and maintaining client relationships within the financial industry.
• The candidate must demonstrate the ability to provide increasingly complex everyday banking, investment, and credit advice for both personal and business clients.
• The candidate will receive a Total Rewards package that includes compensation, bonuses, and flexible benefits.
• The candidate will have continued opportunities for career advancement.
• The candidate will receive support from a dynamic, collaborative, progressive, and high-performing team, along with access to world-class tools, coaching, and development opportunities.
• The candidate will have the opportunity to achieve great success and grow their career with RBC.