Associate

RBC; Pickering; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario seeks an Associate to provide proactive sales support to Financial Planners. The role involves identifying client needs, enhancing client relationships, and ensuring effective teamwork. Candidates must have Mutual Funds accreditation, strong client management skills, and the ability to collaborate effectively. The position offers a dynamic work environment with opportunities for career advancement and a competitive compensation package.

Benefits

Comprehensive Total Rewards Program

Opportunities for career advancement

Support from a collaborative team

Qualifications

• Must have Mutual Funds accreditation or similar certification.
• Strong client contact routines for relationship management.
• Collaboration skills to work effectively with a team.

Responsibilities

• Provide sales support and client contact for Financial Planners.
• Identify client needs and make referrals to expand relationships.
• Educate clients by leading with advice and maintaining their digital engagement.

Skills

Mutual Funds accreditation

Client contact routines

Collaboration skills

Flexibility and eagerness to learn

Ability to work independently

Job description

What is the opportunity?

As an Associate, you provide proactive sales support and responsive value‑based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.

What will you do?

• You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre‑ and post‑interaction enablement and client service and fulfilment in connection with their financial plan.
• Maximise opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the team’s annual sales plan. Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments and everyday banking solutions.
• You enable and educate our clients by proactively leading with advice, serving through Digital and by acting as a Digital Ambassador who keeps current on technology by building your digital IQ.
• Exercise due diligence in following all policies and procedures, and identify and correct areas of operational risk.

What do you need to succeed?

Must‑have

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill a robust Advice Experience on both personal and business needs
• Strong client contact routines that build your and your Financial Planners’ calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills
• Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs.

Nice‑to‑have

• Track record in building rapport and maintaining client relationships within the financial industry
• Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
• Fully bilingual in French or Mandarin would be a strong asset

What’s in it for you?

• A comprehensive Total Rewards Program including competitive compensation, bonuses and flexible benefits.
• Continued opportunities for career advancement.
• Support from a dynamic, collaborative, progressive and high‑performing team, as well as world‑class tools, coaching and development opportunities.
• Opportunity to achieve great success and grow your career with RBC.

Job Details

Address: 99 MAPLEVIEW DR W: BARRIE

City: Barrie

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025‑11‑28

Application Deadline: 2025‑12‑05

Applications will be accepted until 11:59 PM on the day prior to the application deadline above.

Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. We maintain a workplace where employees feel supported to perform at their best, effectively collaborate, drive innovation and grow professionally, helping to bring our purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs designed to foster a workplace based on respect, belonging and opportunity for all.