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Investment and Retirement Planner Assistant
4 months ago
As a Financial Planner, Investment and Retirement Planning Assistant (15 hours/week), you will support a top performing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative service and support. Provide primarily responsive client contact management through telephone, fax, and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage 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.
What will you do?- Consistently provide superior responsive service to client fax/e-mail/telephone requests
- Consistently provide superior responsive execution and delivery of client transactions/requests
- Be familiar with key referral sources and have strong organizational
- Demonstrate personal commitment to ensure skills and knowledge are up-to-date
- Consistently provide superior responsive service to client requests in order to build customer loyalty and trust
Must-have:
- 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 cooperation, initiative and pro-activity
- Excellent communication skills, oral/written skills, good business writing
- Resourcefulness and able to work independently
- 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, PowerPoint, Excel, Outlook and Marketing Central
- Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
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.
Job Skills- Client Centricity
- Communication
- Critical Thinking
- Curiosity
Address: 950 VICTORIA AVE E: REGINA
City: REGINA
Country: Canada
Work hours/week: 15
Employment Type: Part time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-05-27
Application Deadline: 2024-06-06
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.
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