Associate, Wealth Planning and Management Professional

1 month ago


Brossard, Quebec, Canada Royal Bank of Canada Full time
Job Opportunity

The Royal Bank of Canada seeks a highly skilled Associate to support top-producing Financial Planners in Investment and Retirement Planning. The ideal candidate will be responsible for providing exceptional administrative services to meet sales objectives and related activities.

Key Responsibilities
  • Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
  • Proactively identify and respond to client requests, gathering and preparing required information and documents.
  • Manage Investment and Retirement Planner's email and mail, prioritizing correspondence and requests.
  • Ensure effective time management to create capacity for all required activities.
Requirements
  • Sales-oriented, self-motivated, and self-managed individual with excellent communication skills.
  • Ability to multitask, prioritize, and maintain attention to detail.
  • Fluency in both French and English to serve RBC's French and English-speaking customers.
  • Experience in administration or secretarial tasks is an asset.
What's In It For You?

We offer a comprehensive Total Rewards Program, world-class training, and opportunities for career development and growth.

Join our team and contribute to delivering trusted advice to help our clients thrive and communities prosper.



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