Associate, Investment and Retirement Planning

Job SummaryJob DescriptionWhat is the opportunity?The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.What will you do ?Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sitesEnsures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to readEnsures FPIRPs diary is effectively time managed to create capacity for all required activitiesWhat do you need to succeed ?Must-haveTo support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environmentYou must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trustCompetencies, Aptitudes and ExperienceYou must be extremely well organized with the ability to multi-task and prioritizeYou are an energetic and enthusiastic team player who pays attention to detailStrong computer skillsGreat sense of initiativeExperience in administration or secretarial tasks is an important assetThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhats 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, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress:7250 BOUL TASCHEREAU:BROSSARDCity:BROSSARDCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-05-02Application Deadline:2024-05-19Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.