Job Description
Join RBC in Ottawa as a Financial Associate to enhance client relations and support Financial Planners. This full-time role focuses on collaboration and driving sales effectiveness.
RBC is seeking a dedicated Financial Associate in Ottawa. This position emphasizes strengthening client relations while working closely with Financial Planners. You'll also serve as a Digital Ambassador, guiding clients through tech solutions, all while adhering to operational policies for risk management.
Key Responsibilities:
• Collaborate with Financial Planners for client success
• Enhance client relationship management and referrals
• Guide clients as a Digital Ambassador through tech solutions
• Adhere to operational policies to manage risks
• Leverage partnerships to address various financial needs
Requirements:
• Mutual Funds accreditation is required
• Proven client contact and rapport-building experience
• Ability to work both independently and in teams
• Eager ...
RBC is seeking a dedicated Financial Associate in Ottawa. This position emphasizes strengthening client relations while working closely with Financial Planners. You'll also serve as a Digital Ambassador, guiding clients through tech solutions, all while adhering to operational policies for risk management.
Key Responsibilities:
• Collaborate with Financial Planners for client success
• Enhance client relationship management and referrals
• Guide clients as a Digital Ambassador through tech solutions
• Adhere to operational policies to manage risks
• Leverage partnerships to address various financial needs
Requirements:
• Mutual Funds accreditation is required
• Proven client contact and rapport-building experience
• Ability to work both independently and in teams
• Eager ...