Found Description
Elevate your career as a Financial Planning Associate with RBC in Saskatoon. Contribute to client success by providing proactive support to Financial Planners and assisting with client fulfillment. In this full time role, you’ll be a strategic member of the Financial Planning team, directly enabling client interactions and maximizing opportunities to meet their financial needs. Your responsibilities will include preparing for meetings, enhancing sales enablement, and educating clients as a Digital Ambassador. You'll also ensure adherence to policies while addressing operational risks.
Key Responsibilities
- Work closely with Financial Planners for client service
- Identify and pursue client needs and sales opportunities
- Assist with meeting preparations and fulfillment of banking solutions
- Proactively lead client education through digital tools
- Follow policies to mitigate operational risks