Associate, Financial Planning - Greater Toronto Area

RBC; Mississauga; On-site; CAD 55,000 - 75,000; Full time

Job summary

RBC in Mississauga is seeking an Associate to provide proactive sales support for Financial Planners and contribute to a differentiated client experience. You will help identify client needs, enable meetings, and advance the client journey across banking, investments and credit.

You will collaborate across the organization to expand profitable relationships, support meetings, and stay current with digital tools while maintaining strong risk controls and integrity.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course)
• One RBC Advisor breadth across banking, investments and credit
• Strong client contact routines to proactively retain clients
• Flexibility, eagerness to learn, ethics and drive for success
• Ability to work independently and in a team
• Leverage ecosystem partnerships to meet client needs

Responsibilities

• Provide pre- and post-interaction enablement and client service with Financial Planners
• Identify client needs, make referrals, and expand profitable client relationships
• Support preparations for client meetings and fulfilment of credit, investments and everyday banking solutions
• Lead with advice and stay current on digital tools to educate clients

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

Job description

Job Description

**This is for current and upcoming opportunities in locations across the Greater Toronto Area.**

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 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
• Home equity lending - Linx experience

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

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City

Mississauga

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

HUMAN RESOURCES & BMCC

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-10-15

Application Deadline

2027-03-31

Note

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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