Join RBC as an Investment and Retirement Planning Associate and play a vital role in client service and financial advisory support. This position emphasizes relationship building and innovative solutions for clients.
In this associate role, you will collaborate with Financial Planners, assisting them with client meetings and investment solutions. Your contributions will enhance the client experience, enabling the team to focus on advisory work and asset growth. You will serve as a key point of contact, addressing client needs and ensuring accuracy in all documentation.
Key Responsibilities:
• Prepare client meeting materials for Financial Planners
• Deliver unparalleled client service through various channels
• Ensure follow-ups and accuracy in client documentation
• Enhance task efficiency and identify improvement areas
• Assist with proactive client engagements and referrals
Requirements:
• Bilingual in Cantonese/Mandarin
• Mutual Funds accreditation req...