Financial Planning Associate - Greater Edmonton Area

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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 TitleFinancial Planning Associate - Greater Edmonton AreaJob DescriptionWhat is the opportunity?As a Financial Planning Associate you work with all channels and partners, supporting Financial Planners (FPs) to steward a portfolio of high-value clients, providing pre and post-interaction enablement and client service and fulfillment in connection with their financial plans. You will partner with FPs to effectively steward client relationships, maximize contact, identify opportunities, and deliver an exceptional client experience. You provide support and enable FPs to deepen relationships with clients by being along the client’s path for key life events, through portfolio analysis, proactively identifying opportunities, sharing insights from client conversations, and supporting the implementation of client financial plans. You enable and educate clients by proactively leading with advice, serving through My Advisor and Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital proficiency.This role may be located anywhere in Edmonton & surrounding area and may also be remote or hybrid.What will you do?

• Support a high level of client contact, consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
• Support Financial Planners with sales support activities, applying a continuous improvement approach to achieving a superior client experience
• Leverage routines to ensure efficient and effective completion of administrative tasks, identifying areas for improvement of workflow efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual plan
• Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

What do you need to succeed?Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with client and partners effectively in via webex, email, phone and in person
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial industry
• Previous experience in personal lending, investments and general banking are an asset
• Experience using CMR, Casper, Sales Platform, RBC Investment System, CART and IRIS

What’s in it for you?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.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
• Opportunity to achieve great success and grow your career with RBC

Job SummaryAddress:EDMONTON, Alberta, CanadaCity:CAN-AB-EDMONTONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2022-09-07-07:00Application Deadline:2022-10-07-07:00Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.