Job Description
Elevate your career at RBC as a Financial Planning Associate in Saskatoon. Provide essential support to Financial Planners and ensure client satisfaction in this full-time role.
As a vital member of the Financial Planning team, you'll facilitate client interactions and identify key opportunities to fulfill financial needs. Your role includes meticulous meeting preparation, enhancing the sales process, and acting as a Digital Ambassador to educate clients on banking solutions while mitigating operational risks.
Key Responsibilities:
• Work closely with Financial Planners to enhance client service
• Identify and pursue client needs and sales opportunities
• Assist in preparing for meetings and banking solution fulfillment
• Lead client education initiatives through digital tools
• Follow company policies to mitigate operational risks
Requirements:
• Mutual Funds accreditation is mandatory
• Strong expertise in banking, investments, and credit
• Proven abi...
As a vital member of the Financial Planning team, you'll facilitate client interactions and identify key opportunities to fulfill financial needs. Your role includes meticulous meeting preparation, enhancing the sales process, and acting as a Digital Ambassador to educate clients on banking solutions while mitigating operational risks.
Key Responsibilities:
• Work closely with Financial Planners to enhance client service
• Identify and pursue client needs and sales opportunities
• Assist in preparing for meetings and banking solution fulfillment
• Lead client education initiatives through digital tools
• Follow company policies to mitigate operational risks
Requirements:
• Mutual Funds accreditation is mandatory
• Strong expertise in banking, investments, and credit
• Proven abi...
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