Enhance client relations as a Financial Associate with RBC in Ottawa. This full-time opportunity focuses on supporting Financial Planners and driving sales effectiveness in a collaborative setting.
In this role, you will be instrumental in providing essential client service and sales support to Financial Planners. Your responsibility includes addressing client needs in banking and investment, while also promoting a seamless digital experience. Your strategic contributions are vital in achieving the team's sales goals and fostering meaningful client connections.
Key Responsibilities:
• Collaborate with Financial Planners for client success
• Enhance client relationship management and facilitate referrals
• Guide clients as a Digital Ambassador through tech solutions
• Adhere to operational policies to manage risks
• Leverage partnerships to address diverse financial needs
Requirements:
• Mutual Funds accreditation required
• Proven experience in client cont...