Overview

Join RBC as a Financial Planning Associate in Burlington, Canada, and be a key player in supporting financial success for clients. This role focuses on proactive client engagement and fulfilling diverse financial needs.

Responsibilities

• Enhance client engagement through effective service and support
• Collaborate with Financial Planners on client needs assessment
• Conduct preparations for client meetings and follow-ups
• Educate clients on banking, credit, and investments
• Mitigate operational risks and adhere to regulations

Qualifications

• Must possess Mutual Funds accreditation
• Proven track record in client relationship management
• Solid teamwork and independent working abilities
• Demonstrated flexibility and eagerness for professional growth
• Capable of meeting diverse client financial needs

Utilize your expertise in f...