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Associate - Sales Support
2 months ago
As a key member of our Financial Planning team, you will play a vital role in supporting our team's sales objectives by providing proactive sales support and value-based client contact. You will work closely with Financial Planners to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC.
Key Responsibilities- Collaborate with Financial Planners to provide pre- and post-interaction enablement and client service and fulfillment in connection with their financial plan.
- Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams' annual sales plan.
- Assist with preparations for client meetings and support the fulfilment of credit, investments, and everyday banking solutions.
- Enable and educate clients by proactively leading with advice, serving through Digital, and leading as a Digital Ambassador who keeps current on technology by building your digital IQ.
- Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk.
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).
- Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs.
- Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results.
- 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.
- Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client's entire suite of financial needs.
- Fluent in English; Mandarin or Cantonese is an asset.
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.
