Remote Financial Planning Support Associate

RBC; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking an Associate to provide proactive sales support and strengthen client relationships. The role includes collaborating with Financial Planners, maximizing client opportunities, and guiding clients through their financial needs. Candidates must have Mutual Funds accreditation and demonstrate strong client relationship skills. This full-time position in Calgary offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Career advancement opportunities

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Strong client contact routines to achieve sales objectives.
• Ability to work independently and in teams with collaboration skills.

Responsibilities

• Provide proactive sales support to Financial Planners.
• Identify and meet client needs to strengthen relationships.
• Maximize client opportunities and assist with client meetings.

Skills

Flexibility

Client relationship management

Financial advice

Collaboration skills

Education

Mutual Funds accreditation

Job description

A leading Canadian bank is seeking an Associate to provide proactive sales support and strengthen client relationships. The role includes collaborating with Financial Planners, maximizing client opportunities, and guiding clients through their financial needs. Candidates must have Mutual Funds accreditation and demonstrate strong client relationship skills. This full-time position in Calgary offers a competitive compensation package and opportunities for career advancement.