Financial Planner, Investment Retirement Planning Assistant

Job Summary

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.

What will you do?

• Consistently provide superior responsive service to client fax/e-mail/telephone requests
• Consistently provide superior responsive execution and delivery of client transactions/requests
• Be familiar with key referral sources and have strong organizational awareness
• Demonstrate personal commitment to ensure skills and knowledge are up-to-date
• Consistently provide superior responsive service to client requests in order to build customer loyalty and trust
  
  

What do you need to succeed?

Must-have

• You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
• Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
• Excellent communication skills, oral/written skills, good business writing
• Resourcefulness and able to work independently
• Be extremely well organized with the ability to multi-task and prioritize
• You are an energetic and enthusiastic team player who pays attention to detail
• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
  
  

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 bonuses and flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
  
  

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

6233 199 ST NW:EDMONTON

City:

EDMONTON

Country:

Canada

Work hours/week:

30

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-25

Application Deadline:

2024-12-02

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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</a/span>