Strategic Financial Planning Support Associate

RBC; Pickering; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario seeks an Associate to provide proactive sales support to Financial Planners. The role involves identifying client needs, enhancing client relationships, and ensuring effective teamwork. Candidates must have Mutual Funds accreditation, strong client management skills, and the ability to collaborate effectively. The position offers a dynamic work environment with opportunities for career advancement and a competitive compensation package.

Benefits

Comprehensive Total Rewards Program

Opportunities for career advancement

Support from a collaborative team

Qualifications

• Must have Mutual Funds accreditation or similar certification.
• Strong client contact routines for relationship management.
• Collaboration skills to work effectively with a team.

Responsibilities

• Provide sales support and client contact for Financial Planners.
• Identify client needs and make referrals to expand relationships.
• Educate clients by leading with advice and maintaining their digital engagement.

Skills

Mutual Funds accreditation

Client contact routines

Collaboration skills

Flexibility and eagerness to learn

Ability to work independently

Job description

A leading financial institution in Ontario seeks an Associate to provide proactive sales support to Financial Planners. The role involves identifying client needs, enhancing client relationships, and ensuring effective teamwork. Candidates must have Mutual Funds accreditation, strong client management skills, and the ability to collaborate effectively. The position offers a dynamic work environment with opportunities for career advancement and a competitive compensation package.