Rbc
Financial Services
FinancialPlanningAssociate–Bilingual
“Financial Planning Associate – Bilingual at Rbc. Skills: Sales support, Client service, Financial planning. Provide proactive sales support and responsive value-based client contact for a team of Financial Planners. Support the unit/team in achieving sales objectives by contributing to a differentiated client experience”
What You'll Achieve.
Achieving sales objectives; Strengthening client relationships; Achieve greater results
Industry & Context.
What They're Looking For.
Must Have
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, 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, personal ethics, and a hunger for success, Ability to work both independently and in a team environment, demonstrating 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
Nice to Have
Proficiency in Mandarin and/or Cantonese is an asset, Track record in building rapport and maintaining client relationships within the financial industry, Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients, Home equity lending - Linx experience
What You'll Do.
Provide proactive sales support and responsive value-based client contact for a team of Financial Planners
Support the unit/team in achieving sales objectives by contributing to a differentiated client experience
Collaborate with partners across the organization to identify and meet client needs and goals
Strengthen client relationships and make it easier for them to do business with RBC
Provide pre- and post-interaction enablement and client service and fulfillment in connection with their financial plan
Maximize opportunities to effectively identify client needs
expand profitable client relationships
and track and review progress against the teams’ annual sales plan
Increase sales enablement for Financial Planners by assisting with preparations for client meetings
and supporting the fulfilment of credit
and everyday banking solutions
Enable and educate clients by proactively leading with advice
serving through Digital and by 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 identity/correct areas of operational risk
How You'll Work.
Team & Collaboration
Collaborate with partners across the organization; Work directly with Financial Planners; Ability to work both independently and in a team environment, demonstrating collaboration skills; Leverage your own capabilities, and those of the right partner in our ecosystem, at the right time
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