Financial Planning Associate

3 weeks ago

Edmonton, 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**

Financial Planning Associate - Greater Edmonton

**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. Remote work from home opportunity open to all Alberta & Territories applicants.

**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 follow-ups, 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

**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 multi-tasking and problem-solving 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 world-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC

**Job Summary**

**Address**:
EDMONTON, Alberta, Canada

**City**:
CAN-AB-EDMONTON

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-01-03-08:00

**Application Deadline**:
2023-02-06-08:00

**I**nclusion** 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.

**Join our Talent Community**

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