Financial Management Advisor (Financial Planning)

Managing multiple priorities, be proactive, client-focused, detail orientated and be responsible for contributing to an exceptional client experience.
Make proactive calls to book appointments on behalf of a Financial Planner.
Increasing sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfilment of the credit, investments and everyday banking solutions.
Exercising due diligence in following all policies and procedures and identity/correct areas of operational risk
Must be licensed to sell Mutual funds (IFIC or CSC) or close to completion
Possess exceptional customer service skills and the ability to discover and meet the client’s needs.
Desire for career progression into a Financial Planner role.
Computer proficiency in MS Office, Word and excel.
Experience in using CASPER, Sales Platform and Royal Bank Investment Systems.
Communicate and interact with both clients and partners effectively in person, via email and on the phone.
Previous experience in personal lending, investments and general banking is preferred
Fluent in English AND Mandarin OR Cantonese is an asset

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Flexible work/life balance options
• Full time

PERSONAL & COMMERCIAL BANKING
We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community
Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Applying to this posting allows you to express your interest in this current career opportunity at RBC.