Rbc
Associate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate at Rbc. Skills: client and sales support, Mutual Funds accreditation, personal lending, investments, general banking, Bilingualism (English and French). Provide direct client and sales support to the Financial Planners. Contribute to a differentiated client experience by providing value added support and problem resolution”
What You'll Achieve.
strengthening client relationships; making it easier for them to do business with RBC; increase efficiency; track and review progress against the teams’ annual plan; achieving a superior client experience; achieve great success and grow your career with RBC
Industry & Context.
problem resolution; multi-tasking and problem-solving skills
What They're Looking For.
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, Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone, Flexibility, eagerness to learn, personal ethics, and a hunger for success, Ability to work both independently and in a team environment, demonstrating collaboration skills, Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS, Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Nice to Have
Track record in building rapport and maintaining client relationships within the financial industry
What You'll Do.
Provide direct client and sales support to the Financial Planners
Contribute to a differentiated client experience by providing value added support and problem resolution
Collaborate with partners across the organization to identify and meet client needs and goals
Provide leadership around the development of the Associates and bring innovative ideas to increase efficiency
Assist with preparations for client meetings
Support the fulfilment of credit
and everyday banking solutions
Provide consistent support to client requests
Act as a point of contact for client problems
Ensure accuracy of documentation with follow-ups
Leverage routines to ensure efficient and effective completion of client tasks
Identify areas for improvement to realize efficiencies
Maximize opportunities to effectively identify client needs
Expand profitable client relationships
Track and review progress against the teams’ annual plan
Exercise due diligence in following all policies and procedures
Identify/correct areas of operational risk
Support Financial Planners with administrative activities
How You'll Work.
Team & Collaboration
Collaborate with partners across the organization to identify and meet client needs and goals; Ability to work both independently and in a team environment, demonstrating collaboration skills; Support from a dynamic, collaborative, progressive and high performing team
Communication Scope
Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone; Bilingualism (English and French) required
Full Job Description
**_Job Description_** **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. **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 * Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience **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-so
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