RBC · 12 hours ago
Associate, Financial Planning
Burnaby, British Columbia, Canada
Full-time
Hybrid
New Grad, Entry LevelRBC is a leading financial institution seeking an Associate for their Financial Planning team. In this role, you will provide proactive sales support and enhance client relationships by collaborating with Financial Planners to meet client needs and achieve sales objectives.
BankingFinancial ServicesWealth Management
Responsibilities
You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
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
You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
Qualification
Required
Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs
Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
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
Ability to leverage your own capabilities, and those of the right partner in our ecosystem, at the right time, meeting client's entire suite of financial needs
Preferred
Track record in building rapport and maintaining client relationships within the financial industry
Ability to provide increasingly complex everyday banking, investment and credit advice for both personal and business clients
Benefits
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
Opportunity to achieve great success and grow your career with RBC
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Founded in 1864
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$17.46B2026-02-04Post Ipo Debt· $1.17B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-02-06
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2026-02-04
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