Assistant, Investment and Retirement Planning
1 month ago
Job Summary
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 sites
- Ensures 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 read
- Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities
Must-have:
- To 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 environment
- You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
Competencies, Aptitudes and Experience:
- You must 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
- Great sense of initiative
- Experience in administration or secretarial tasks is an important asset
- This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
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 applicable
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills- Client Centricity
- Communication
- Critical Thinking
- Curiosity
Address: 1130 RUE SHERBROOKE O:MONTRÉAL
City: MONTRÉAL
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-04-30
Application Deadline: 2024-05-13
Inclusion 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.
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