Associate, Financial Planning

RBC; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking an Associate to provide proactive sales support and strengthen client relationships. The role includes collaborating with Financial Planners, maximizing client opportunities, and guiding clients through their financial needs. Candidates must have Mutual Funds accreditation and demonstrate strong client relationship skills. This full-time position in Calgary offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Strong client contact routines to achieve sales objectives.
• Ability to work independently and in teams with collaboration skills.

Responsibilities

• Provide proactive sales support to Financial Planners.
• Identify and meet client needs to strengthen relationships.
• Maximize client opportunities and assist with client meetings.

Skills

Flexibility

Client relationship management

Financial advice

Collaboration skills

Education

Mutual Funds accreditation

Job description

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.

Multiple positions available across Alberta & Territories in a remote work from home environment.

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 fulfillment in connection with their financial plan.
• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ 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 leading as a Digital Ambassador who keeps current on technology by building your digital IQ.
• Exercise due diligence in following all policies and procedures, and identity/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 on a robust Advice Experience on both personal and business needs
• Strong client contact routines that build yours 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
• Fluency in additional languages beyond English, with a focus on Cantonese capabilities

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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 Skills

Additional Job Details

Address: CALGARY MAIN BRANCH, 339 8 AVE SW:CALGARY

City: Calgary

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-08-01

Application Deadline: 2026-01-30

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

Inclusion

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

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.