Financial Planning Assistant

1 month ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled and motivated Financial Planning Assistant to support our top-producing Financial Planner, Investment and Retirement Planning. As a key member of our team, you will play a critical role in meeting sales objectives and related activities by providing exceptional administrative support and service to our clients.

Key Responsibilities
  • Provide responsive client contact management through telephone, fax, and email 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
  • Gather and prepare material required for presentations, meetings, marketing initiatives, etc.
Requirements
  • Sales-oriented, self-motivated, and self-managed with a strong sense of urgency
  • Excellent communication skills, both oral and written
  • Strong problem-solving skills and ability to work independently
  • Excellent organizational skills with the ability to multi-task and prioritize
  • 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, is an asset
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
About Us

We are the Royal Bank of Canada, a leading financial institution dedicated to helping our clients thrive and communities prosper. 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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