BC Financial Planning Associate - Client Impact & Growth

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

Benefits offered by this job

Total Rewards Program

Bonuses

Flexible benefits

Job summary

RBC is seeking an Associate to provide proactive sales support and client service for a team of Financial Planners in British Columbia. You will collaborate across the organization to identify client needs and deliver a differentiated client experience.

This role emphasizes enabling sales, supporting meetings, and assisting with credit, investments, and everyday banking solutions, while staying current with digital tools and maintaining risk discipline.

Qualifications

• Mutual Funds accreditation required (e.g., Investment Funds in Canada or CSC).
• Ability to act as a One RBC Advisor with broad expertise across banking, investments and credit.
• Strong client contact routines to proactively build calendar activities.
• Flexibility, eagerness to learn, and strong ethics.

Responsibilities

• Provide pre and post-interaction enablement and client service for Financial Planners.
• Identify client needs, make referrals, and expand profitable relationships.
• Assist with preparations for client meetings and fulfill credit/investment/banking solutions.
• Educate clients and stay current with digital tools as a Digital Ambassador.
• Adhere to policies and manage operational risk.

Skills

Mutual Funds acc.

One RBC Advisor

Client contact routines

Team collaboration

Flexibility

Professional ethics

Independent work

Ecosystem leverage

Education

Canadian Securities Course

Job description

RBC is seeking an Associate to provide proactive sales support and client service for a team of Financial Planners in British Columbia. You will collaborate across the organization to identify client needs and deliver a differentiated client experience.

This role emphasizes enabling sales, supporting meetings, and assisting with credit, investments, and everyday banking solutions, while staying current with digital tools and maintaining risk discipline.