Financial Planner, Investment and Retirement Planning Assistant
3 weeks ago
Job Summary
Job Description
*** Please note this is a Part time (15 hours/week) position) ***
Supporting 2 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 through telephone, fax and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages 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 your home office with flexibility to go to the branch if needed by the Financial Planners, Investment and Retirement Planning.
Key Accountabilities:
Consistently provides superior responsive service to client fax/e-mail/telephone requests
Consistently provides superior responsive execution and delivery of client transactions/requests
Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
Demonstrated personal commitment to ensure skills and knowledge are up-to-date
Knowledge/Experience:
To support the position of a mobile Financial Planner, Investment and Retirement Planning 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
Resourceful and able to work independently is required
You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
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 in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
Strong knowledge of the mortgage process and Home Financing products is an asset
Credit experience
Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
Whatâs 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.
World-class training programs and career development opportunities
The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
Job Skills
Client Centricity, Communication, Critical Thinking, CuriosityAdditional Job Details
Address:
1219 GRANT AVE:WINNIPEGCity:
WINNIPEGCountry:
CanadaWork hours/week:
15Employment Type:
Part timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2024-10-17Application Deadline:
2024-10-29Inclusion 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.
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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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