Associate, Financial Planning - Greater Toronto Area
Core
Provide proactive sales support and responsive value-based client contact for a team of Financial Planners to achieve sales objectives and strengthen client relationships.
Role type
Associate Financial Planner (Sales Support)
Builds
Credit, investments, and everyday banking solutions for personal and business clients
Domain
Financial Services / Banking
Required skills
Mutual Funds accreditation, client contact routines, sales enablement, operational risk management, collaboration
Preferred skills
Home equity lending experience, complex advice provision, rapport building
Technologies
Digital platforms, RBC ecosystem tools
Responsibilities
Provide pre- and post-interaction enablement for Financial Planners, identify client needs and make referrals, track progress against sales plans, educate clients on financial products, exercise due diligence on policies and procedures
Seniority
Entry-level to Mid-level, hands-on IC