Associate

Royal Bank of Canada

Montréal, Canada
Base: not specified; bonus/equity: bonuses availab...
Client and sales support
Problem resolution skills
It literacy with microsoft office
As an Associate, you provide direct client and sales support to Financial Planners to enable them to focus on planning and advice activities for clients

Job Summary

  • As an Associate, you provide direct client and sales support to 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 while collaborating with partners across the organization to meet client needs.
  • RBC offers a comprehensive Total Rewards Program including competitive compensation, bonuses, flexible benefits, career advancement opportunities, and support from a dynamic, collaborative, and high performing team.

Matching Summary

As an Associate, you provide direct client and sales support to Financial Planners to enable them to focus on planning and advice activities for clients.

Salary

Base: Not specified; Bonus/Equity: Bonuses available; Benefits: Flexible benefits included

Skills & Requirements

Must-have

  • Client and sales support
  • Problem resolution skills
  • IT literacy with Microsoft Office
  • Bilingualism in English and French
  • Collaboration with partners
  • Administrative support for Financial Planners

Nice-to-have

  • Building rapport with clients
  • Maintaining client relationships
  • Flexibility and eagerness to learn
  • Strong personal ethics
  • Continuous improvement mindset

Key Requirements

  • Mutual Funds accreditation
  • Experience in personal lending, investments and banking
  • Bilingual in English and French
  • Experience with Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS

Work Rights

Not specified

Tailored Resume

Cover Letter