Associate, Financial Planning - British Columbia

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What is the opportunity?

</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit">As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. 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.

</span></span></p><br /><p>For current and upcoming opportunities across British Columbia.</p><br /><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What will you do?</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You enable and educate our 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</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk<br /> </span></span></li></ul><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What do you need to succeed?

</span></b></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Must-have</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Flexibility, eagerness to learn, strong personal ethics, and a hunger for success</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Ability to work both independently and in a team environment, demonstrating strong collaboration skills</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">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</span></span></li></ul><p><span style="color:#4a4a4a"><span style="font-size:inherit">​</span></span></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Nice-to-have</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Track record in building rapport and maintaining client relationships within the financial industry</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients</span></span></li></ul><br /><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What’s in it for you?

</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit">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.

</span></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Continued opportunities for career advancement</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Opportunity to achieve great success and grow your career with RBC</span></span></li></ul><p></p>