Website Royal Bank of Canada
Job Description:
In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.
Job Responsibilities:
- Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk.
- Specific location is to be determined and successful incumbent must be mobile within Southwestern Ontario.
- Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
- Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
- Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience.
Job Requirements:
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Previous experience in personal lending, investments and general banking with clients directly
- Demonstrated success working in a fast paced environment with the ability to manage competing priorities.
- 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
Job Details:
Company: Royal Bank of Canada
Job Category: Banking
Vacancy Type: Full Time
Job Location: London, ON, CA
Application Deadline: N/A
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