Associate, Financial Planning - Québec

RBC; Outaouais; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Total rewards program with bonuses and

Flexible benefits

Job summary

RBC is seeking an Associate to provide direct client and sales support to our Financial Planners, enabling them to focus on planning and advice for clients. You will collaborate with partners across the organization to meet client needs and strengthen relationships, bringing innovative ideas to improve efficiency.

In this role, you will assist with meetings, support credit and investments, and help expand client relationships while ensuring accurate documentation and risk controls.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).
• Previous experience in personal lending, investments and general banking with clients directly.
• Demonstrated success managing multiple priorities in a fast-paced environment.
• IT literacy including Microsoft Office and digital tools.
• Excellent communication skills for in-person, email, and phone interactions.
• Willingness to learn, ethical, and team-oriented.

Responsibilities

• Enable Financial Planners by preparing client meeting materials and supporting credit, investments, and banking solutions.
• Provide consistent client support and accurate documentation with follow-ups as required.
• Identify client needs, make referrals, and grow profitable relationships within annual plan.
• Maintain due diligence following policies and manage operational risk.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

IT literacy

Time management

Team collaboration

Problem solving

Bilingual English/French

Education

Mutual Funds accreditation

Tools

Linx

Casper

Sales Platform

RBC Investment System

CART

IRIS

Job description

Job Description

This is for current and upcoming opportunities in locations across Québec.

What is the opportunity?

As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. 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. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.

What will you do?

• Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
• Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual plan
• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
• Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience

What do you need to succeed?

Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Previous experience in personal lending, investments and general banking with clients directly
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
• 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
• Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial industry

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: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: HUMAN RESOURCES & BMCC

Job Type: Regular

Pay Type: Salaried

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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