Bilingual Financial Planning Associate – Client Enablement

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

Job summary

RBC in Vancouver, BC, is seeking an Associate to provide proactive sales support for a team of Financial Planners. You will help deliver a differentiated client experience by coordinating pre and post-interaction enablement and handling client service needs.

You will work across the organization to identify client needs, expand relationships, and support credit, investments and everyday banking solutions. Fluency in Cantonese is required; Mandarin is an asset.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada or CSC).
• One RBC Advisor with breadth across everyday banking, investments and credit.
• Strong client contact routines to proactively build retention and drive results.
• Flexibility, eagerness to learn, high ethics and a team-oriented mindset.
• Cantonese or Mandarin language skills

Responsibilities

• Provide pre- and post-interaction enablement and client service for financial plans.
• Identify client needs, make referrals, expand client relationships, and track progress against sales plan.
• Support client meetings and fulfill credit, investments and everyday banking solutions.
• Educate clients by leveraging digital channels and staying current on technology as a Digital Ambassador.
• Follow policies and manage operational risk to protect clients and RBC.

Skills

Cantonese language skills

Mandarin language skills

Education

Mutual Funds accreditation

Canadian Securities Course

Job description

RBC in Vancouver, BC, is seeking an Associate to provide proactive sales support for a team of Financial Planners. You will help deliver a differentiated client experience by coordinating pre and post-interaction enablement and handling client service needs.

You will work across the organization to identify client needs, expand relationships, and support credit, investments and everyday banking solutions. Fluency in Cantonese is required; Mandarin is an asset.