Associate - Southwestern Ontario

7 days ago


Hamilton, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Associate - Southwestern Ontario

What is the opportunity?


As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients.

You contribute to a differentiated client experience by providing value added support and problem resolution.

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.

As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.


Please be advised specific location is to be determined and successful incumbent can be mobile within the Southwestern Ontario Region

What will you do?

  • Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
  • Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with followups, as required
  • Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
  • Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams' annual plan
  • Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
  • Specific location is to be determined and successful incumbent must be mobile within Southwestern Ontario

What do you need to succeed?

Must-have

  • Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
  • Previous experience in personal lending, investments and general banking with clients directly
  • Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multitasking and problemsolving skills
  • IT literacy including the Microsoft Office suite of products, and digital knowledge
  • 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

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial industry
  • Experience using Casper, Sales Platform, RBC Investment System, CART and IRIS

What's in it for you?


We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.


  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as worldclass tools, coaching, and development opportunities
  • Opportunity to achieve great success and grow your career with RBC

RBCAFP

Job Summary

Address:

HAMILTON, Ontario, Canada

City:

CAN-ON-HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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