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Assistant to Financial Planner, Investment and Retirement Planning

Reference ID: RBCAA008881585

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What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top performing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. You will focus on proactive contact management with a priority on booking appointments. You will develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

What will you do?
  • Make proactive client phone calls on behalf of the Investment & Retirement Planner
  • Consistently provide superior responsive service to client e-mail and telephone 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?

  • You should be 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 proactivity
  • Excellent oral and written communication skills
  • 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

  • Nice-to-have
  • Previous mutual fund registration and investment advice experience

  • 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

  • About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


    City: Okotoks
    Address: 144 Elizabeth Street
    Work Hours/Week: 15
    Work Environment: Branch and Home Office
    Employment Type: Permanent
    Career Level: Entry Level
    Pay Type: Hourly
    Required Travel (%): 0
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 02/24/2019
    Req ID: 177242

    Posted: February 13, 2019
    Closes: April 14, 2019
    Email Address:
    Company Info
    10,000+ employees
    Banking & Finance

    Connect with employer:

    About RBC

    At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re ...