Remote Financial Planning Associate for Client Growth

Royal Bank of Canada>; Edmonton; Remote; CAD 60,000 - 80,000; Full time

Job summary

A major Canadian financial institution is seeking an Associate to provide proactive sales support and enhance client relationships. In this role, you will collaborate with Financial Planners to meet client needs and track progress on sales objectives. Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. This full-time position offers opportunities for career advancement and operates in a remote work environment.

Benefits

Comprehensive Total Rewards Program

Career advancement opportunities

Support from a dynamic team

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course) is essential.
• Proven ability to serve as a One RBC Advisor across various financial needs.
• Strong personal ethics and a desire for success.

Responsibilities

• Support Financial Planners by providing client service and fulfillment.
• Identify client needs and expand profitable relationships.
• Lead as a Digital Ambassador to enhance client interactions.

Skills

Mutual Funds accreditation

Client contact routines

Flexibility and eagerness to learn

Collaboration skills

Building rapport and maintaining relationships

Job description

A major Canadian financial institution is seeking an Associate to provide proactive sales support and enhance client relationships. In this role, you will collaborate with Financial Planners to meet client needs and track progress on sales objectives. Candidates must have Mutual Funds accreditation and demonstrate strong client contact routines. This full-time position offers opportunities for career advancement and operates in a remote work environment.