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Added 48 mins ago
LC
Front Store Manager, Salaried Full Time Flexible Shifts
Loblaw Companies Limited
Vaughan, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 4 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 4 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Pickering, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 4 hours ago
CA
Sales Manager - Crown Mazda
Crown Auto Group
Winnipeg, MB
- Full-time
We are currently seeking an experienced and motivated Sales & Finance Manager to join our leadership team at Crown Mazda. This role combines automotive sales leadership with finance and…
Added 5 hours ago
NB
Director Commercial Banking
National Bank of Canada
London, ON
- Full-time
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the London region.
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 5 hours ago
NB
Senior Director Commercial Banking
National Bank of Canada
Laval, QC
- Full-time
to the Associate Vice President, the position is based in Laval.
Added 5 hours ago
NB
Senior Account Manager Commercial Agri-Food
National Bank of Canada
Quebec, QC
- Full-time
Within the Specialized Groups sector, you are part of a team of 14 colleagues, and you report to the Associate Vice-President. Our team stands out for its collaboration. With the assistance…
Added 5 hours ago
NB
Senior Account Manager Creative Industries
National Bank of Canada
Vancouver, BC
- Full-time
Working in the Creative Industries sector, you'll be part of a large team of 40 colleagues, reporting to the Associate Vice President.
Added 5 hours ago
NB
Senior Clerk
National Bank of Canada
Montreal, QC
- Full-time
Support PB1859 associate and banker teams with their administrative follow-up and customer service.
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 8 hours ago
W
(CAN) Overnight Assistant Manager
Walmart
Kirkland, QC
- Full-time
Added 8 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
…Visual Merchandising, Training, Marketing, Human Resources, Finance, Retail Buying Team, Store Design and Retail…
Added 8 hours ago
HB
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
- Other
…Visual Merchandising, Training, Marketing, Human Resources, Finance, Retail Buying Team, Store Design and Retail…
Added 9 hours ago
T
Associate Investment Advisor
TD
Bridgewater, NS
- Full-time
…Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for…
Added 11 hours ago
RO
Associate Optometrist
Review of Optometric Business
Montreal, QC
- Internship
Career Articles Personal Finance Careers Search Practice Management SEE MORE »
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 14 hours ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 16 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Red Deer, AB
- Contract
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 18 hours ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Red Deer, AB
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 19 hours ago
R
Associate, US Financial Consulting
Richter
Montreal, QC
- Full-time
Draw upon your accounting/finance fundamentals and apply them to real-life situations;
Added 20 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…

RBC

Associate, Financial Planning - British Columbia

Langley (District), BC, Canada
Coquitlam, BC, Canada
Burnaby, BC, Canada
North Vancouver, BC, Canada
Surrey, BC, Canada
Vancouver, BC, Canada
Richmond, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Mar 31, 2027
Posting language: English
Posted: Oct 15, 2026

Original job description

Job Description

What is the opportunity?

As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. 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.

For current and upcoming opportunities across British Columbia.

What will you do?

You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
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, and supporting the fulfilment of credit, investments, and everyday banking solutions
You enable and educate our clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology by building your digital IQ
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

What do you need to succeed?

Must-have

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both personal and business needs
Strong client contact routines that build yours and your Financial Planners calendar proactively, integrating consistent retention and anchoring activities to help the team achieve greater results
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, at the right time, meeting client’s entire suite of financial needs

Nice-to-have

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 both personal and business clients

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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 Skills

Additional Job Details

Address:

City:

Country:

Work hours/week:

Employment Type:

Full time

Platform:

HUMAN RESOURCES & BMCC

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-15

Application Deadline:

2027-03-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Apply About employer

More about this job

Responsibilities

The associate provides proactive sales support and responsive client service to a team of financial planners to help achieve sales objectives. They collaborate with partners to identify client needs and fulfill credit, investment, and banking solutions.

Requirements

Candidates must possess mutual funds accreditation such as the Canadian Securities Course or Investment Funds in Canada. A strong background in financial services with the ability to provide advice on personal and business banking needs is required.

Skills

Financial planning
Sales support
Mutual funds accreditation
Investment advice
Credit solutions
Everyday banking
Digital literacy
Operational risk management
Collaboration
Communication
Strategic planning
Business development
Client service
Problem solving

Benefits

Competitive compensation
Bonuses
Flexible benefits
Career advancement opportunities
Coaching and development

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Mutual Funds
Canadian Securities Course
Investment Funds in Canada
Sales Enablement
Client Experience
Banking
Credit
Investments
Operational Risk
Digital Ambassador
Relationship Management
Financial Services
Business Development
RBC
Advice Experience
Client Retention
Strategic Planning
Due Diligence
Portfolio Management

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