Financial Planning Associate- MSNWO

Royal Bank of Canada • Rosser, MB

3d • Onsite

About The Position

This role is responsible for contributing to an exceptional client experience by managing multiple priorities, being proactive, client-focused, and detail-oriented. The associate will make proactive calls to book appointments for a Financial Planner, identify client needs, make referrals, expand client relationships, and track progress against sales plans. They will also increase sales enablement for the Financial Planner by preparing for client meetings and supporting the fulfillment of credit, investments, and everyday banking solutions. Additionally, the associate will provide sales support, act as a point of contact for client issues, ensure documentation accuracy, and follow up as required. They must exercise due diligence in following policies and procedures, identify and correct operational risks, and commit to continuous learning to enhance their skills and knowledge for better client service. The role requires independent work and proactive seeking of answers.

Requirements

• Must be licensed to sell Mutual funds (IFIC or CSC) or close to completion.
• Exceptional customer service skills and the ability to discover and meet client needs.
• Desire for career progression into a Financial Planner role.
• Computer proficiency in MS Office, Word, and Excel.
• Experience in using CASPER, Sales Platform, and Royal Bank Investment Systems.
• Ability to communicate and interact with clients and partners effectively in person, via email, and on the phone.
• Ability to work in a fast-paced environment, be well-organized, and manage competing priorities.
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills.

Nice To Haves

• Previous experience in personal lending, investments, and general banking is preferred.
• Fluent in English AND Mandarin OR Cantonese is an asset.

Responsibilities

• Managing multiple priorities, being proactive, client-focused, and detail-oriented to contribute to an exceptional client experience.
• Making proactive calls to book appointments on behalf of a Financial Planner.
• Maximizing opportunities to identify client needs, make referrals, expand profitable client relationships, and track progress against team sales plans.
• Increasing sales enablement for the Financial Planner by preparing for client meetings and supporting the fulfillment of credit, investments, and everyday banking solutions.
• Providing consistent sales support to client requests, acting as a point of contact for client problems, and ensuring accuracy of documentation with follow-up.
• Exercising due diligence in following all policies and procedures and identifying/correcting areas of operational risk.
• Committing to continuous learning to increase skills, knowledge, and abilities to better service clients.
• Completing duties independently and seeking out answers.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Ability to make a difference and lasting impact.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Access to a variety of job opportunities across business and geographies.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed