Financial Planning Associate

Job Description

What is the opportunity?As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.
 What will you do?

You are a strategic member of the Financial Planning team and will work 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 effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan. Increase sa...