Financial Planning Associate

Royal Bank of Canada is located at A AVE NW:EDMONTON. The company is currently looking for applications for the role of Financial Planning Associate. We are seeking a self-disciplined individual with exceptional interpersonal skills. The chosen applicant will be required to join and begin their duties as soon as possible. The open positions are for Full time job.

Employer Name : Royal Bank of Canada
Position : Financial Planning Associate
Salary : CA$41.8K – CA$115K per year
Work hours/week : 37.5
Employment type : Full-time
Location : A AVE NW:EDMONTON

• The candidate will be responsible for working 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 responsible for enabling and educating clients by proactively leading with advice, supporting digital services, and acting as a Digital Ambassador while building digital IQ.
• The candidate must follow all guidelines and ensure operational risks are addressed promptly.

Job Requirements

• The candidate must hold Mutual Funds accreditation such as Investment Funds in Canada (IFIC) or the Canadian Securities Course (CSC).
• The candidate must perform as a One RBC Advisor with expertise across everyday banking, investments, and credit, delivering a strong Advice Experience for both personal and business needs.
• 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 a proven track record in building rapport and maintaining client relationships within the financial industry.
• The candidate must have the ability to provide increasingly complex everyday banking, investment, and credit advice for both personal and business clients.
• The candidate will be required to demonstrate knowledge of home equity lending and Linx systems.
• 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.