Director of Finance leading accounting, controls, and planning across Talent.com’s international job - platform operations. Building a distributed finance team and scalable multi - country processes.
About the role
- RBC banking associate supporting Financial Planners with client advice, sales, investments, credit, and everyday banking. Serving Cantonese- or Mandarin-speaking clients across British Columbia locations.
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 by contributing to a differentiated client experience
- Collaborate with organizational partners to identify and meet client needs and goals
- 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 progress against the annual sales plan
- Assist with client meeting preparations
- Support fulfillment of credit, investment, and everyday banking solutions
- Proactively lead with advice and serve clients through digital channels as a Digital Ambassador
- Keep current on technology and build digital IQ
- Follow policies and procedures and identify/correct operational risk areas
- Support Financial Planners in Burnaby, East Van, New Westminster, Surrey, Abbotsford, Chilliwack, and East Okanagan
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, with the ability to fulfill on a robust Advice Experience for personal and business needs
- Strong client contact routines that proactively build calendars and integrate retention and anchoring activities
- Cantonese or Mandarin language skills
- Flexibility, eagerness to learn, strong personal ethics, and hunger for success
- Ability to work independently and in a team environment, demonstrating strong collaboration skills
- Ability to leverage internal partners to meet clients’ full suite of financial needs
- Track record in building rapport and maintaining client relationships within the financial industry
- Ability to provide increasingly complex everyday banking, investment and credit advice for personal and business clients
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
- Inclusive workplace based on respect, belonging and opportunity for all
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