Associate (Atlantic Wide Opportunity)

Job content

Come Work with Us!At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Job TitleAssociate (Atlantic Wide Opportunity)Job Description

• ATLANTIC WIDE OPPORTUNITY
• Position Purpose:

As an Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners. You will be responsible to help meet unit/team sales objectives by contributing to a differentiated client experience, making RBC easy to do business with and collaborating with partners across the organization to identify and meet client needs/goals.Key Accountabilities:The successful applicant will have the ability to manage multiple projects, be proactive, client focused, detail orientated and be responsible for contributing to an exceptional client experience by:

• Proactively calling clients and booking appointments for the Financial Planners you are supporting.
• Maximizing opportunities to effectively identify and opportunity spot client needs, make referrals, expand profitable client relationships and track and review progress against their teams annual sales plan .
• Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfilment of the credit, investments and everyday banking solutions.
• Provide consistent sales support to client request, act as a point of contact for client problems and ensure accuracy of documentation with follow-up as required
• Exercise due diligence in following all policies and procedures and identity/correct areas of operational risk
• Commit to continuous learning to increase their skills, knowledge and abilities to better service clients.

Knowledge / Experience:

• Must be licensed to sell Mutual funds.
  
  

The incumbent will have proven ability to:

• Communicate and interact with both clients and partners effectively in person, via email and on the phone.
• Work in a fast paced environment be well organized and have the ability to work through competing priorities
• Spot and act on client needs identified while dealing with clients.
• Work both independently and in a team environment demonstrating strong collaboration skills
  
  

Computer proficiency in MS Office, Word, Excel, Power Point, Outlook and Internet Explorer is required.

Previous experience in personal lending, investments and general banking would be asset.

Experience in using CASPER, Sales Platform, Royal Bank Investment System and Morningstar Advisor work station

Special Conditions:

Flexibility may be required to meet with Financial Planner at their location.

Hours of role are Monday - Friday 8:30 - 5:00, however flexibility required to accommodate hours of the Financial Planning team.

Please note that this opportunity is not exclusive to Halifax. Consideration will be given to any location in Atlantic Canada.

Job Summary

This is an Atlantic Wide Opportunity

Address:

HALIFAX, Nova Scotia, Canada

City:

CAN-NB-MONCTON, CAN-NS-HALIFAX

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-09-19-07:00

Application Deadline:

2022-10-02-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.