Assistant Manager overseeing operations and client experience at financial center in Brooklyn. Leading team to drive operational excellence and manage organizational priorities.
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
Recruiters hiring for various finance positions at Uline's Waukegan location. Drop in for immediate discussions regarding corporate career opportunities and growth in finance.
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