![Royal Bank of Canada](https://contents.bebee.com/companies/ca/royal-bank-of-canada/avatar-WhnRm.png)
Assistant, Investment and Retirement Planning
1 week ago
Job Summary
What 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.
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.
- Ensures FPIRP's diary is effectively time managed to create capacity for all required activities
What do you need to succeed ?
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 multitask 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 Englishspeaking customers in this market
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, competitive compensation, commissions, and stock where applicable
- A worldclass 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 highperforming team
Job Skills
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details
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:
Application Deadline:
Inclusion
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.
Join our Talent Community
Stay 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.
-
Assistant, Investment and Retirement Planning
4 weeks ago
Montreal, Quebec, Canada RBC - Royal Bank Full timeJob 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...
-
Assistant, Investment and Retirement Planning
2 months ago
Montreal, Quebec, Canada RBC - Royal Bank Full timeJob 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...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob Summary This position will be shared to support two (2) teams.What 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...
-
Montreal, Quebec, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by...
-
Investment and Retirement Specialist
1 week ago
Montreal, Quebec, Canada National Bank of Canada Full timeA career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...
-
Investment and Retirement Specialist
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob PostingAttendance On-SiteJob Number: 20141Category: Intermediate ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 15-Mar-2024Location: Montreal, Quebec City MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as an Investment and Retirement Specialist in the...
-
Investment and Retirement Specialist
2 months ago
Montreal, Quebec, Canada National Bank Full timeJob PostingAttendance On-SiteJob Number: 20141Category: Intermediate ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 15-Mar-2024Location: Montreal, Quebec City MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as an Investment and Retirement Specialist in the...
-
Investment Planning Analyst
1 week ago
Montreal, Quebec, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Title: Senior Investment & Personal Banking Specialist Trainee (Canada) As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional...
-
Investment Planning Analyst
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey. Provide a full range of customized financial solutions using a financial planning...
-
Senior Analyst, Investment Performance
1 week ago
Montreal, Quebec, Canada CN Investment Division (CNID) Full timeAre you ready for a change? CN Investment Division (the Division) is your chance to do meaningful work with a smart, imaginative team in a unique and exciting environment. Established in 1968, the CN Investment Division manages one of the largest single-employer defined benefit pension funds in Canada and holds a long track record of solid performance....
-
Senior Analyst, Investment Performance
1 week ago
Montreal, Quebec, Canada CN Investment Division (CNID) Full timeAre you ready for a change? CN Investment Division (the Division) is your chance to do meaningful work with a smart, imaginative team in a unique and exciting environment. Established in 1968, the CN Investment Division manages one of the largest single-employer defined benefit pension funds in Canada and holds a long track record of solid performance....
-
DC Retirement Senior Associate
4 weeks ago
Montreal, Quebec, Canada BFL Canada Full timeWe offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
DC Retirement Senior Associate
1 month ago
Montreal, Quebec, Canada BFL Canada Full timeWe offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...
-
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeManager Investments, Canada Growth Fund Investment Management page is loaded Manager Investments, Canada Growth Fund Investment Management Apply locations Montreal time type Full time posted on Posted 5 Days Ago job requisition id R3739 ABOUT US We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31,...
-
Retirement Implementation Specialist
4 weeks ago
Montreal, Quebec, Canada Willis Towers Watson Full timeJob DescriptionWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing,...
-
Retirement Implementation Specialist
2 months ago
Montreal, Quebec, Canada Willis Towers Watson Full timeJob DescriptionWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing,...
-
Personal Banking Specialist; Investment
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 192807Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit...
-
Retirement Implementation Specialist
1 week ago
Montreal, Quebec, Canada Willis Towers Watson Full timeJob DescriptionWTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support
-
Financial Advisor, Investment
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall su
-
Financial Advisor, Investment
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by m