Associate, Financial Planning - Québec
Core
Provide direct client and sales support to Financial Planners, assisting with meeting preparations, credit, investments, and banking solutions while ensuring documentation accuracy.
Role type
Associate Financial Planner (Client Support)
Builds
Client relationships and efficient delivery of financial planning support services
Domain
Banking / Financial Planning
Deliverable
product features
Required skills
Mutual Funds accreditation, personal lending/investment/banking experience, IT literacy (Microsoft Office), bilingualism (English/French), system proficiency (Linx, Casper, RBC Investment System, CART, IRIS)
Preferred skills
Client relationship building within financial industry
Technologies
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS, Microsoft Office
Responsibilities
Assist Financial Planners with client meeting preparations; act as a point of contact for client problems; ensure accuracy of documentation; identify client needs and make referrals; follow policies and procedures to mitigate operational risk; support administrative activities.
Seniority
Entry-level to Mid-level, hands-on IC