Job Description
Elevate client experiences as a Financial Planning Associate at RBC in Regina, Canada. This full-time role revolves around proactive sales support and enhancing client relationships through strategic collaboration.
As a vital part of the Financial Planning team, you will support Financial Planners in achieving significant sales objectives. Your expertise will foster client engagement, increase sales enablement, and ensure a seamless transition through digital solutions. This position combines the best of personal service and digital acumen, making it essential for strengthening client relationships.
Key Responsibilities:
• Collaborate directly with Financial Planners on client interactions
• Maximize client needs identification and make referrals
• Support pre- and post-client meeting preparations
• Lead as a Digital Ambassador, enhancing client tech engagement
• Ensure compliance with all company policies and procedures
As a vital part of the Financial Planning team, you will support Financial Planners in achieving significant sales objectives. Your expertise will foster client engagement, increase sales enablement, and ensure a seamless transition through digital solutions. This position combines the best of personal service and digital acumen, making it essential for strengthening client relationships.
Key Responsibilities:
• Collaborate directly with Financial Planners on client interactions
• Maximize client needs identification and make referrals
• Support pre- and post-client meeting preparations
• Lead as a Digital Ambassador, enhancing client tech engagement
• Ensure compliance with all company policies and procedures
Job Details
- Location regina, division no. 6
- Job Type Full-time
- Category Finance
- Posted Date June 06, 2026
- Application Deadline July 16, 2026