Investment and Retirement Planning Associate

Job Description What is the opportunity? As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team. What will you do? Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and(statred the teams’ annual plan Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact What do you need to succeed? Must-have Fluent in English AND Russian OR German Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course) Previous experience in investments Demonstr Òt work in a fast paced environment with the abilityPromise to manage competing priorities, as well as multi-tasking and problem-solving skills IT literacy including the Microsoft Office suite of products, and digital knowledge Excellent communication skills including the ability.interact with partners effectively in person, via email and on the phone Flexibility, eagerness to learn, strong personal ethics, and a hunger for success Ability to work both independently and in a team environment, demonstrating strong collaboration skills Nice-to-have Proven track record of building rapport and developing client relationships Experience in proactive retail sales What’s in it for Ôyou? 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 competitive compensation, bonuses, and flexible benefits Continued opportunities for career advancement Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching and development opportunities Opportunity to achieve great success and grow your career with RBC Job Details Address: 225 MAIN ST:WINKLER City: Winkler Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-07-29 Application Deadline: 2026-02-09 Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest rheumatoid… see this for full details. Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. 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. 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. #J-18808-Ljbffr