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About the Role
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.
Responsibilities
- Provide pre- and post-interaction enablement and client service and fulfillment in connection with financial plans.
- Maximize opportunities to identify client needs, make referrals, expand profitable client relationships, and track progress against the team’s annual sales plan.
- Increase sales enablement for Financial Planners by 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, and leading as a Digital Ambassador.
- Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk.
Requirements
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).
- Perform as a One RBC Advisor with expertise across everyday banking, investments, and credit.
- Strong client contact routines that build calendars proactively, integrating consistent retention and anchoring activities.
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills.
- Ability to leverage own capabilities and partner capabilities to meet clients’ entire suite of financial needs.
- Track record in building rapport and maintaining client relationships within the financial industry.
- Ability to provide increasingly complex everyday banking, investment, and credit advice for both personal and business clients.
- Home equity lending - Linx experience.
Skills
- Sales support
- Client contact
- Financial planning
- Sales objectives
- Client experience
- Client needs
- Client relationships
- Digital enablement
- Digital Ambassador
- Operational risk
- Everyday banking
- Investments
- Credit
- Advice Experience
- Collaboration
- Leveraging capabilities
- Rapport building
- Home equity lending
Location
- London, Canada
Work Type
- Full time
Experience Level
- Associate
Education Level
- Mutual Funds accreditation
Benefits
- Competitive compensation
- Bonuses
- Flexible benefits
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Equal Opportunity
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.