FinancialPlanningAssociate

**_Job Description_** **For locations across Manitoba, Ontario and Saskatchewan** **What will you do?** * 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. * Work to complete your duties independently and seek out answers. **What do you need to succeed?** * Must be licensed to sell Mutual funds (IFIC or CSC) or close to completion * Possess exceptional customer service skills and the ability to discover and meet the client’s needs. * Desire for career progression into a Financial Planner role. * Computer proficiency in MS Office, Word and excel. * Experience in using CASPER, Sales Platform and Royal Bank Investment Systems. * Communicate and interact with both clients and partners effectively in person, via email and on the phone. * Work in a fast paced environment be well organized and have the ability to work through competing priorities. * Work both independently and in a team environment demonstrating strong collaboration skills. * Previous experience in personal lending, investments and general banking is p