Associate
Core
Provide direct client and sales support to Financial Planners, enabling them to focus on planning and advice activities while contributing to a differentiated client experience.
Role type
Associate Financial Planner Support
Builds
Credit, investments, and everyday banking solutions for clients
Domain
Banking / Personal & Commercial Banking
Deliverable
product features
Required skills
Mutual Funds accreditation, personal lending experience, investments experience, general banking experience, IT literacy, bilingualism (English and French), Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS
Preferred skills
Building rapport, maintaining client relationships
Technologies
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS, Microsoft Office
Responsibilities
Assist with preparations for client meetings, provide consistent support to client requests, ensure accuracy of documentation, identify client needs and make referrals, follow policies and procedures, support Financial Planners with administrative activities
Seniority
Entry-level / Associate