Associate - Southwestern Ontario

2 months ago

Norfolk County, 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

As an Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners. You will be responsible to help meet unit/team sales objectives by contributing to a differentiated client experience, making RBC easy to do business with and collaborating with partners across the organization to identify and meet client needs/goals.

**Experience Includes**:

- Managing multiple priorities, be proactive, client-focused, detail orientated and be responsible for contributing to an exceptional client experience.
- Make proactive calls to book appointments on behalf of a Financial Planner.
- Maximizing opportunities to effectively identify and opportunity spot client needs, make referrals, expand profitable client relationships and track and review progress against their team’s annual sales plan.
- Increasing sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfilment of the credit, investments and everyday banking solutions.
- Providing consistent sales support to client request, act as a point of contact for client problems and ensure accuracy of documentation with follow-up as required
- Exercising due diligence in following all policies and procedures and identity/correct areas of operational risk
- Committed to continuous learning to increase their skills, knowledge and abilities to better service clients.
- Licensed to sell Mutual funds and have previous sales experience proactively building new opportunities.

**Proven Attributes**:

- Work in a fast paced environment be well organized and have the ability to work through competing priorities
- Spot and act on client needs identified while dealing with clients.
- Work both independently and in a team environment demonstrating strong collaboration skills.

**Preferred Skills**:

- Previous experience in personal lending, investments and general banking preferred.
- Computer proficiency in MS Office, Word, Excel, Power Point, Outlook and Internet Explorer is required.
- Experience in using CASPER, Sales Platform, Royal Bank Investment System and Morningstar Advisor work station.
- Flexibility required to work extended hours and/or meet with the Financial Planners at their location.

**Job Summary**

**Address**:
NORFOLK COUNTY, Ontario, Canada

**City**:
CAN-ON-NORFOLK COUNTY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-05-23

**Application Deadline**:
2023-05-30

**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.

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