Job Description
Overview
What is the opportunity? As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. 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. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.
What will you do?
- Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
- Provide consistent support to client requests, act as a point of contact for client problems, and ensure ...
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