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RBC Financial Planning Associate Role

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RBC
πŸ“ burlington, Canada
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Location burlington
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Posted June 05, 2026
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Commute Local Area
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Job Description

Join RBC in Burlington as a Financial Planning Associate to enhance client service and drive sales initiatives. Focus on proactive client interactions and support Financial Planners effectively.

In this strategic role, you will work alongside Financial Planners to deliver high-quality client support and service fulfillment. Your responsibilities will involve identifying client needs and expanding profitable relationships, contributing to the overall success of the team. Collaboration with partners and maintaining operational compliance is key to succeeding in this dynamic environment.

Key Responsibilities:
β€’ Collaborate with Financial Planners to enhance client experience
β€’ Identify client financial needs and provide solutions
β€’ Track progress against annual sales objectives
β€’ Educate clients on financial products and services
β€’ Ensure adherence to policies and operational guidelines

Requirements:
β€’ Mutual Funds...

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πŸ“ Location Details

πŸŒ†
City
burlington
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Country
Canada
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Commute
Local Area

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