Associate, Financial Planner

Job Description What is the opportunity? As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. What will you do? You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ 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) Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results 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 Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client’s entire suite of financial needs Nice-to-have Track record in building rapport and maintaining client relationships within the financial industry Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients 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 Skills Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-24 Application Deadline: 2026-08-14 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. 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 jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Provide proactive sales support and value-based client contact to assist Financial Planners in achieving sales objectives. Responsibilities include preparing for client meetings, fulfilling banking and investment solutions, and identifying client needs to expand relationships.

Candidates must possess Mutual Funds accreditation, such as the Investment Funds in Canada or the Canadian Securities Course. Proficiency in everyday banking, investments, and credit for both personal and business clients is required.

• Competitive compensation • Bonuses • Flexible benefits • Career advancement opportunities • Coaching and development opportunities

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Client Relationship Management
• Sales Enablement
• Investment Advice
• Credit Solutions
• Everyday Banking
• Digital Literacy
• Operational Risk Management
• Collaboration
• Due Diligence
• Sales Support
• Rapport Building
• Workplace Inclusivity
• Willingness To Learn
• Ethical Standards And Conduct
• Commercial Banking
• Investments
• Sales
• Financial Services
• Innovation
• Operational Risk
• Coaching
• Securities (Finance)

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Financial Planning Associate
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

14 août 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine