Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
About the role
- RBC banking associate supporting Alberta Financial Planners with client advice, sales enablement, and relationship growth. Facilitating credit, investment, and everyday banking solutions for personal and business clients.
Responsibilities
- Provide proactive sales support and responsive value-based client contact for a team of Financial Planners
- Support the unit/team in achieving sales objectives and contribute to a differentiated client experience
- Collaborate with partners across the organization to identify and meet client needs and goals
- Work directly with Financial Planners to provide pre- and post-interaction enablement, client service, and fulfillment connected to financial plans
- Identify client needs, make referrals, expand profitable client relationships, and track and review progress against the annual sales plan
- Assist with preparations for client meetings
- Support fulfillment of credit, investment, and everyday banking solutions
- Lead with advice, serve clients through digital channels, and act as a Digital Ambassador
- Keep current on technology and build digital IQ
- Follow policies and procedures and identify/correct areas of operational risk
Requirements
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
- Breadth and depth of expertise across everyday banking, investments and credit
- Ability to fulfill a robust Advice Experience for personal and business needs
- Strong client contact routines that proactively build calendars and support retention and anchoring activities
- Flexibility, eagerness to learn, strong personal ethics, and hunger for success
- Ability to work independently and in a team environment
- Strong collaboration skills
- Ability to leverage internal partners to meet clients' full financial needs
- Track record in building rapport and maintaining client relationships within the financial industry (nice-to-have)
- Ability to provide increasingly complex everyday banking, investment and credit advice for personal and business clients (nice-to-have)
- Home equity lending Linx experience (nice-to-have)
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
- World-class tools, coaching, and development opportunities
- Opportunity to achieve great success and grow your career with RBC
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