BC Financial Planning Associate: Client Growth & Enablement

RBC; Burnaby; On-site; CAD 52,000 - 70,000; Full time

Job summary

RBC in British Columbia seeks an Associate to provide proactive sales support and value-based client contact for a team of Financial Planners. You will help achieve sales objectives by delivering a differentiated client experience and collaborating across the organization to meet client needs.

You will support meetings, referrals, and the delivery of credit, investments, and everyday banking solutions, while acting as a Digital Ambassador and staying current with new technology.

Qualifications

• Mutual Funds accreditation required (e.g., Canadian Funds).
• Ability to function as a One RBC Advisor across banking, investments and credit.
• Strong client routines to proactively support retention and growth.
• Flexibility, eagerness to learn, high ethics, and drive for success.
• Ability to work independently and in a team environment.

Responsibilities

• Support Financial Planners with pre- and post-interaction enablement and client service.
• Identify client needs, make referrals, and expand profitable relationships.
• Assist with preparations for client meetings and fulfilment of banking products.
• Act as a Digital Ambassador, keeping current on technology and tools.
• Adhere to policies and identify operational risk areas.

Skills

Mutual Funds

One RBC Advisor

Client relationships

Team collaboration

Digital literacy

Job description

RBC in British Columbia seeks an Associate to provide proactive sales support and value-based client contact for a team of Financial Planners. You will help achieve sales objectives by delivering a differentiated client experience and collaborating across the organization to meet client needs.

You will support meetings, referrals, and the delivery of credit, investments, and everyday banking solutions, while acting as a Digital Ambassador and staying current with new technology.