Investment and Retirement Planning Specialist
3 weeks ago
This is a unique opportunity to join the Royal Bank of Canada as an Investment and Retirement Planning Associate.
About the RoleWe are seeking an experienced professional to provide direct client and sales support to our Financial Planners, enabling them to focus on planning and advice activities.
In this role, you will collaborate with partners across the organization to identify and meet client needs and goals.
Key Responsibilities- Assist Financial Planners in preparing for client meetings and supporting the fulfillment of simple investment solutions and referrals.
- Maintain a superior level of client experience and service with all clients.
- Support client requests, act as a point of contact for client concerns, and ensure accuracy of documentation.
- Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients, and track progress against the team's annual plan.
- Exercise due diligence in following all policies and procedures, and identify areas of operational risk.
- Support Financial Planners with administrative activities and proactive client contact.
The ideal candidate will have previous experience in investments, IT literacy, and excellent communication skills.
You should be able to interact effectively with partners in person, via email, and on the phone.
BenefitsRoyal Bank of Canada offers a comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits.
This is a full-time salaried position with a competitive salary range of $55,000 - $75,000 per year, based on location and experience.
-
Financial Planning Expert
4 days ago
Lethbridge, Alberta, Canada Royal Bank of Canada Full timeRBC Dominion Securities offers a comprehensive opportunity for a Financial Planning Expert to join their team. With a strong brand and reputation, you will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.Job Summary:An Investment Advisor at RBC Dominion Securities...
-
Agricultural Equipment Specialist
3 weeks ago
Lethbridge, Alberta, Canada Western Tractor Company Inc. Full timeJob OverviewWe are seeking an experienced Agricultural Equipment Specialist to join our team at Western Tractor Company Inc.This is a key role that requires technical expertise, excellent problem-solving skills, and strong communication abilities.Job DescriptionIn this position, you will be responsible for providing exceptional service to our customers by...
-
Customer Service Specialist
3 weeks ago
Lethbridge, Alberta, Canada TD Bank Full timeAbout Us:TD Bank is a leading global financial institution with over 27 million customers in Canada, the United States, and around the world. Our team of over 95,000 colleagues is dedicated to delivering exceptional customer experiences and making a positive impact on our communities.Job Overview:We are seeking a highly skilled Customer Service Specialist -...
-
Residential Mortgage Growth Specialist
3 weeks ago
Lethbridge, Alberta, Canada 1st Choice Savings and Credit Union Ltd. Full timeCompany Overview">1st Choice Savings and Credit Union Ltd. is a full-service financial institution and cooperative serving over 18,500 members across five branch locations in Southern Alberta.The organization's corporate purpose and guiding principles prioritize the financial well-being of its members above all else.">The Position - Residential Mortgage...
-
Supportive Educational Specialist
2 weeks ago
Lethbridge, Alberta, Canada Lethbridge School Division Full time**Company Overview**Lethbridge School Division is a dynamic and innovative educational institution that prioritizes student success. We strive to create a supportive learning environment where students can thrive.**Job Description**We are seeking a highly skilled and dedicated Supportive Educational Specialist to join our team. The successful candidate will...
-
Heavy Duty Equipment Maintenance Specialist
4 weeks ago
Lethbridge, Alberta, Canada Western Tractor Full timeAt Western Tractor, we are seeking a skilled Heavy Duty Equipment Maintenance Specialist to join our team. As a key member of our maintenance department, you will be responsible for ensuring the optimal performance and reliability of our heavy-duty equipment fleet.About the RoleWe are offering a competitive salary in the range of $80,000 - $110,000 per year,...
-
Equipment Maintenance Specialist
1 week ago
Lethbridge, Alberta, Canada Corteva, Inc. Full timeAbout Corteva AgriscienceCorteva Agriscience is a global leader in agriculture, dedicated to solving the world's food problems through innovation, technology, and putting people first.We are seeking a skilled Equipment Maintenance Specialist to join our team at our Lethbridge site. As a key member of our maintenance team, you will play a critical role in...
-
Master Woodcraft Specialist
3 weeks ago
Lethbridge, Alberta, Canada beBee Professionals Full time $45,000 - $65,000BeBee Professionals in Lethbridge is seeking a highly skilled Master Woodcraft Specialist to join our construction team. As a key member of our crew, you will be responsible for delivering exceptional craftsmanship in crafting, assembling, and repairing structures made from wood and other materials.About the Role:You will work on constructing and installing...
-
Cardiac Imaging Specialist
3 weeks ago
Lethbridge, Alberta, Canada Chinook Cardiology Full timeChinook Cardiology seeks a skilled Cardiac Imaging Specialist to join our team. As a key member of our diagnostic imaging department, you will play a crucial role in delivering high-quality patient care and contributing to the success of our organization.About UsWe are a leading healthcare provider dedicated to providing exceptional cardiac care services....
-
Waterpark Safety and Customer Service Specialist
3 weeks ago
Lethbridge, Alberta, Canada Westmont Hospitality Group Full timeJob SummaryWe are seeking a highly skilled Waterpark Safety and Customer Service Specialist to join our team at Westmont Hospitality Group. As a key member of our waterpark operations team, you will be responsible for ensuring the safety and satisfaction of all our guests.Key Responsibilities:Operate the waterpark in accordance with established operating...
-
Professional Insurance Sales Representative
4 days ago
Lethbridge, Alberta, Canada Brokerlink Inc. Full timeWe are seeking a skilled Professional Insurance Sales Representative to join our Personal Insurance team in Lethbridge, AB. As a key member of our team, you will be responsible for servicing ongoing client needs, advising on insurance matters, and conducting needs assessments.Role OverviewService ongoing client needs, advise on insurance matters, conduct...
-
Speech Language Pathologist
3 weeks ago
Lethbridge, Alberta, Canada Lethbridge School Division Full timeAbout Lethbridge School DivisionLethbridge School Division is a dynamic and innovative educational institution that provides a supportive and inclusive learning environment for students from Early Education to grade 12. Our division values diversity and strives to promote the success of all children and students.As a Speech Language Pathologist with our...
-
Election Management Specialist
3 weeks ago
Lethbridge, Alberta, Canada Employment and Social Development Canada Full timeJob SummaryWe are seeking an Election Management Specialist to join our team at Employment and Social Development Canada. As a key member of our electoral operations, you will be responsible for ensuring the integrity and transparency of our electoral processes.About the RoleThis is a full-time term position with a salary range of $255.00 per day, 40 to 60...
-
Youth Support Specialist
1 week ago
Lethbridge, Alberta, Canada McMan Youth, Family and Community Services Association Full timeJob Overview:McMan Youth, Family and Community Services Association is seeking a dedicated Part-Time Youth Worker to join our team in Lethbridge. As a Youth Support Specialist, you will play a vital role in providing support services to youth with significant disabilities.About the Role:This part-time position involves working Thursday through Sunday, 3:00...
-
Strategic Finance Director
2 days ago
Lethbridge, Alberta, Canada University of Lethbridge Full timeAbout the University of LethbridgeWe are a leading research institution in Canada, boasting two campuses and seven faculties. With over 8,000 students and 2,500 employees, we strive to create a collaborative environment where every individual contributes to our success.Position OverviewThe University of Lethbridge is seeking an experienced Director,...
-
Clinical Pharmacy Specialist
2 weeks ago
Lethbridge, Alberta, Canada Loblaw Companies Limited Full timeLoblaw Companies Limited is a leader in Canada's retail sector, offering a wide range of products and services to Canadians.We are seeking a highly skilled Clinical Pharmacy Specialist to join our team. As a Clinical Pharmacy Specialist, you will play a critical role in ensuring the accurate and timely dispensing of medications, as well as providing...
-
Strategic Data Insights Manager
3 weeks ago
Lethbridge, Alberta, Canada Somerset Activity and Sports Partnership Full timeAbout the RoleWe are seeking a skilled Strategic Data Insights Manager to lead our insight and evaluation function, focusing on the Place Partnership investment funding from Sport England. This role will cover four priority areas in Northamptonshire, ensuring effective data-driven decision-making.
-
Casual Speech and Language Pathologist
3 weeks ago
Lethbridge, Alberta, Canada Lethbridge School Division Full timeAbout the RoleWe are seeking a highly skilled and dynamic Speech-Language Pathologist to join our team in Lethbridge. As a casual Speech-Language Pathologist, you will play a critical role in supporting the educational needs of students from Early Education to grade 12.ResponsibilitiesDeliver targeted interventions within our Response to Instruction and...
-
Construction Specialist
2 months ago
Lethbridge, Alberta, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a skilled Carpenter to join our team at beBee Professionals in Lethbridge. As a Carpenter, you will be responsible for crafting, assembling, and repairing structures made from wood and other materials, ensuring high-quality workmanship.Key Responsibilities:Construct and install frameworks, walls, floors, and roofs using materials such as wood,...
-
Laborer - Food Processing Specialist
1 month ago
Lethbridge, Alberta, Canada L.A. Grain Ltd. Full timeJob Title: Laborer - Food Processing SpecialistJob Summary:We are seeking a Laborer - Food Processing Specialist to join our team at L.A. Grain Ltd. The successful candidate will be responsible for manually packing goods into bags and boxes or other containers, feeding and unloading processing machines, and assisting process control and machine operators in...