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Associate - Parry Sound, ON - Jobs in Parry Sound, ON

Royal Bank of Canada
Job LocationParry Sound, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

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 TitleAssociate - Parry Sound, ONJob DescriptionWhat is the opportunityAs a Financial Planning 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.

  • Remote Position; the successful candidate can be located anywhere across the Ontario North & East Region.
What will you do
  • Provide consistent sales support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
  • 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
  • Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
What do you need to succeedMust-have
  • Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Excellent telephone manner, IT literacy, and digital knowledge, as well as multi-tasking and problem-solving skills
  • 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
  • Ability to speak Mandarin and/or Cantonese is considered an asset
  • Bilingual (French/English)
Job SummaryAddress:PARRY SOUND, Ontario, CanadaCity:CAN-ON-PARRY SOUNDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2022-12-23-08:00Application Deadline:2023-01-06-08:00Inclusion 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.Quick Apply
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