Investment and Retirement Planning Specialist

3 weeks ago


Lethbridge, Alberta, Canada Royal Bank of Canada Full time
Job Description

This is a unique opportunity to join the Royal Bank of Canada as an Investment and Retirement Planning Associate.

About the Role

We 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
  1. Assist Financial Planners in preparing for client meetings and supporting the fulfillment of simple investment solutions and referrals.
  2. Maintain a superior level of client experience and service with all clients.
  3. Support client requests, act as a point of contact for client concerns, and ensure accuracy of documentation.
  4. Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients, and track progress against the team's annual plan.
  5. Exercise due diligence in following all policies and procedures, and identify areas of operational risk.
  6. Support Financial Planners with administrative activities and proactive client contact.
Requirements

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.

Benefits

Royal 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.



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