Financial Planner Assistant Support Specialist

2 weeks ago


Drummondville, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Financial Planner Assistant Support Specialist to join our team. In this role, you will provide administrative support to top producing Financial Planners, Investment and Retirement Planning, in meeting sales objectives and related activities.

About the Opportunity

This is an exciting opportunity for a proactive and organized individual to join our dynamic team. As a Financial Planner Assistant Support Specialist, you will be responsible for providing value-added administrative services and support, including client contact management, developing relationships with service partners, and ensuring operational guidelines are adhered to.

Key Responsibilities:
  • Manage Investment and Retirement Planner's email and mail, proactively responding to correspondence and prioritizing tasks
  • Ensure Financial Planner's diary is effectively time-managed to create capacity for all required activities
  • Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently
Requirements:
  • Sales-oriented, self-motivated, and self-managed with excellent communication skills
  • Proven ability to multi-task, prioritize, and work in a fast-paced environment
  • Excellent organizational skills with attention to detail
  • Strong computer skills with proficiency in Microsoft Office
Benefits:
  • Competitive salary: $45,000 - $60,000 per year, depending on experience
  • Total Rewards Program, including bonuses and flexible benefits
  • World-class training program in financial services
  • Opportunities for career development and advancement

  • Space Planner

    23 hours ago


    Drummondville, Quebec, Canada Centrexpo Cogeco Drummondville Full time

    Job DescriptionAt Centrexpo Cogeco Drummondville, we are seeking a skilled Space Planner to join our team. As a key member of our operations team, you will be responsible for setting up, installing, reconfiguring, relocating and dismantling temporary partitions and furnishings of rooms.About the RoleSet up, install, reconfigure, relocate and dismantle...


  • Drummondville, Quebec, Canada Scotiabank Full time

    About the RoleAs a Financial Planner at Scotiabank, you will be focused on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will work closely with clients to understand their unique financial goals and provide personalized investment and financial planning strategies to help them...


  • Drummondville, Quebec, Canada Royal Bank of Canada> Full time

    **Company Overview**Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. We strive to deliver exceptional service and innovative solutions to meet the evolving needs of our customers. Salary:The estimated salary range for this role is between $45,000 - $60,000 per annum, depending on...


  • Drummondville, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Drummondville. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...


  • Drummondville, Quebec, Canada beBee Professionals Full time $30,000 - $40,000

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Drummondville. The successful candidate will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office correspondence, including emails...


  • Drummondville, Quebec, Canada beBee Professionals Full time $30,000 - $40,000

    We're seeking a Site Support Specialist to join our team at beBee Professionals in Drummondville. The successful candidate will assist skilled tradespeople, maintain tools and equipment, and ensure a safe and efficient work site.Responsibilities:Support carpenters, electricians, and other skilled workers on-site.Load and unload construction materials and...


  • Drummondville, Quebec, Canada Marjolaine Dion C.O. et RH Full time

    Job TitleWellness Support SpecialistAbout the JobWe are seeking a reliable and physically capable individual to assist in various tasks on our construction sites. As a Wellness Support Specialist, you will be responsible for performing routine maintenance work, operating heavy machinery, and lifting materials.ResponsibilitiesAssist in drilling and blasting...


  • Drummondville, Quebec, Canada Scotiabank Full time

    About This OpportunityWe are seeking a skilled Financial Planner to join our team in Drummondville, Quebec. As a key member of our organization, you will play a vital role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesYou will focus on investment sales and new...


  • Drummondville, Quebec, Canada Scotiabank Full time

    Company OverviewWe are a leading financial institution dedicated to providing exceptional banking services to our clients.About the RoleWe are seeking a skilled Mortgage Financial Specialist to join our team. This is an exciting opportunity for individuals who are passionate about building strong relationships and providing expert mortgage advice.The...


  • Drummondville, Quebec, Canada Randstad Full time

    Role Summary: As a Customer Support Specialist, you will be responsible for providing high-quality support to our customers through various communication channels. This includes resolving customer complaints, answering queries, and escalating complex issues to senior team members when necessary.Key Responsibilities:Respond to customer inquiries: Address...


  • Drummondville, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Drummondville. The successful candidate will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide administrative support...

  • IT Support Specialist

    1 month ago


    Drummondville, Quebec, Canada Randstad Canada Full time

    We are seeking an IT Support Specialist to provide first-level IT support to our team. Responsibilities include providing technical assistance to users, analyzing user requests, and proposing solutions within prescribed deadlines. The ideal candidate will have a strong knowledge of Windows and Linux operating systems, as well as networking and Office 365.The...


  • Drummondville, Quebec, Canada Eastern Townships School Board Full time

    About the RoleWe are seeking a qualified individual to fill the position of Student Support Specialist at the Eastern Townships School Board.

  • Support Assistant

    3 months ago


    Drummondville, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    Job SummaryWe are seeking a compassionate Personal Support Worker to provide essential care to clients in Drummondville, Canada. As a key member of our team, you will play a vital role in enhancing the quality of life and promoting independence for our clients.Key ResponsibilitiesAssist clients with personal hygiene, dressing, and mobility, ensuring their...


  • Drummondville, Quebec, Canada Marjolaine Dion C.O. et RH Full time

    We are seeking a highly skilled Groundwater Infrastructure Support Specialist to join our team at Marjolaine Dion C.O. et RH.About the RoleThis is a permanent position that offers a competitive salary and benefits package, including group insurance benefits and a Registered Retirement Savings Plan (RRSP).Job SummaryThe successful candidate will assist in...


  • Drummondville, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at beBee Professionals in Drummondville. As an Administrative Assistant, you will play a vital role in ensuring the smooth operation of our office.Key ResponsibilitiesProvide exceptional administrative support to our team, including answering phones,...


  • Drummondville, Quebec, Canada Eastern Townships School Board Full time

    About the JobWe are seeking a highly skilled and compassionate Student Support Assistant to join our team at Eastern Townships School Board.Job SummaryThe successful candidate will be responsible for providing personalized support to students with special needs, ensuring their inclusion and participation in school activities. This is a part-time position...

  • Client Care Specialist

    2 months ago


    Drummondville, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    We are looking for a Client Care Specialist to provide essential care to clients in Drummondville, Canada. As a Client Care Specialist, you will assist individuals with daily living activities, promoting their independence and enhancing their quality of life.Key Responsibilities:Assist clients with personal hygiene, dressing, and mobility.Provide support...


  • Drummondville, Quebec, Canada L'ÉTABLI BRASSERIE URBAINE Full time

    L'ÉTABLI BRASSERIE URBAINE is seeking an individual with French language skills to fill on-site positions requiring 1-2 years of experience.Job OverviewWe are a dynamic urban brasserie looking for a reliable and skilled kitchen assistant to join our team. As a key member of our kitchen staff, you will be responsible for supporting our culinary team in...


  • Drummondville, Quebec, Canada Eastern Townships School Board Full time

    Job Title: Special Education Support AssistantWe are seeking a highly motivated and dedicated Special Education Support Assistant to join our team at the Eastern Townships School Board.About the Role:The successful candidate will be responsible for providing support to handicapped students in participating in activities related to their schooling. This...