Financial Planning Associate is within an inclusive, supportive and growth-oriented environment and will offer a cooperative and dynamic team, access to world-class training, and a variety of flexible benefit programs that will assist in the individual’s development and growth within the organisation while continuing to provide customers with trusted advice.
The Royal Bank of Canada is a national organization that values diversity, teamwork, and professional growth. If you are interested in the opportunity to join a financial institution that has a positive impact on Canadian society, then we encourage you to review the job description of this position below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Mississauga, Ontario, Canada
Salary : $71724 per year
Job Type : Full Time
Start date : As soon as possible
Benefits : total rewards program, bonuses, benefits, new innovative tools, coaching and training.
Job Description
- Provides service in both languages, either Cantonese or Mandarin, as part of the Financial Planning team.
- Assist in meeting preparation, client follow up, and planning support.
- Assists with the provision of banking, credit and investment services, helping to improve the digital client experience.
- Collaborates with planners and partners to increase the client relationship and the growth of their portfolio.
Responsibilities
- Assisting Financial Planners with pre- and post-meeting tasks for clients.
- Assistance in identifying clients’ needs and providing referrals.
- Promoting the use of Advice Services and Digital Tools and Services.
- Following the policies and Procedures of our organization to identify and mitigate Operational Risk.
Requirements
- Fluency in Cantonese/Mandarin and the Mutual Funds accreditation are required.
- Through the client’s careful and professional support, the customer receives comprehensive banking, investment, and credit products advice.
- The consultant sets up a strong client contact routine that contributes to the overall planning process and thus leads to better client retention.
- The employee showcases flexibility, morals, openness to training, and a strong inclination to win.
- One can either be an individual contributor or a team player to deliver the whole package of service offerings to the clients.
- Experience in client relationship management and giving financial guidance would be a plus.
How to Apply?
Click this link to read more about the role and subsequently apply to the Royal Bank of Canada.