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Associate - Sales Support
2 months ago
We are seeking a highly motivated and proactive Associate to join our Financial Planning team. As a key member of our team, you will provide sales support and value-based client contact to help us achieve our sales objectives.
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.
We offer a comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits. You will also have opportunities for career advancement, support from a dynamic and collaborative team, and world-class tools, coaching, and development opportunities.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
