Assistant to Financial Planner, Investment and Retirement Planning
Reference ID: RBCAA008881585
What is the opportunity?Make proactive client phone calls on behalf of the Investment & Retirement PlannerConsistently provide superior responsive service to client e-mail and telephone requestsBe familiar with key referral sources and have strong organizational awarenessDemonstrate personal commitment to ensure skills and knowledge are up-to-dateConsistently provide superior responsive service to client requests in order to build customer loyalty and trust
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?
What do you need to succeed?
You should be self-motivated, self-managed and thrive in a fast paced environmentStrong 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 proactivityExcellent oral and written communication skillsResourcefulness and able to work independentlyBe extremely well organized with the ability to multi-task and prioritizeYou are an energetic and enthusiastic team player who pays attention to detailStrong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing CentralKnowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
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 compensationLeaders who support your development through coaching and managing opportunitiesA collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
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 rbc.com .
Get Career Alerts
Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts 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 rbc.com/careers .
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.
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
People Manager: No
Application Deadline: 02/24/2019
Req ID: 177242
Posted: February 13, 2019
Closes: April 14, 2019