SVP Chief Financial Officer managing financial operations and compliance for GM Financial Bank. Leading budgeting, capital management, and reporting to enhance financial stability.
About the role
- Financial Planning Associate at RBC supporting Financial Planners with proactive client sales contact and service. Collaborating with teams to cultivate client relationships and enhance the client experience.
Responsibilities
- Provide proactive sales support and responsive value-based client contact for a team of Financial Planners.
- Collaborate with partners across the organization to identify and meet client needs and goals.
- 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.
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk.
Requirements
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Strong client contact routines that build yours and your Financial Planners calendar proactively
- 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
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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