Financial Planning Associate – Bilingual

As an Associate, you provide proactive sales support and responsive value‑based client contact for a team of Financial Planners. You support the unit in achieving sales objectives by contributing to a differentiated client experience, helping clients to do business with RBC.

Responsibilities

• Strategic member of the Financial Planning team, working directly with Financial Planners to provide pre‑ and post‑interaction enablement and client service and fulfillment in connection with their financial plan.
• Maximize opportunities to identify client needs, make referrals, expand profitable client relationships, and track and review progress against the team’s annual sales plan, while assisting with preparations for client meetings and supporting the fulfillment of credit, investments and everyday banking solutions.
• Enable and educate clients by proactively leading with advice, serving through Digital channels, and acting as a Digital Ambassado...