Financial Planning Associate: Client Success & Engagement

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

Job summary

RBC Edmonton is seeking an Associate in Personal & Commercial Banking to provide proactive sales support and client-centered service to a team of Financial Planners. You will work with advisors to enable and fulfill financial plans, strengthen client relationships, and help clients meet their goals.

You will identify needs, make referrals, prepare for client meetings, and support credit, investments and everyday banking solutions.

Qualifications

• Client-focused service mindset.
• Strong written and verbal communication.
• Ability to think critically to solve client needs.

Responsibilities

• Provide pre- and post-interaction enablement and client service for Financial Planners.
• Identify client needs, make referrals, and support meetings with investments, banking, and credit solutions.
• Act as a Digital Ambassador, keeping current on technology to support clients and advisors.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Job description

RBC Edmonton is seeking an Associate in Personal & Commercial Banking to provide proactive sales support and client-centered service to a team of Financial Planners. You will work with advisors to enable and fulfill financial plans, strengthen client relationships, and help clients meet their goals.

You will identify needs, make referrals, prepare for client meetings, and support credit, investments and everyday banking solutions.