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Investment and Retirement Planning Professional
1 month ago
We are seeking a highly motivated and detail-oriented Investment and Retirement Planning Associate to join our team. As a key member of our Financial Planning, Investment and Retirement Planning Team, you will provide exceptional client support and contribute to a differentiated client experience.
Key Responsibilities- Assist Financial Planners, Investment and Retirement Planning, in preparing for client meetings and supporting the fulfillment of simple investment solutions and referrals to appropriate partners.
- Maintain a superior level of client experience and service with all clients, whether they visit our branches or contact us by phone/email.
- Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required.
- Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies.
- Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the team's annual plan.
- Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk.
- Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact.
- Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).
- Previous experience in investments.
- Demonstrated success working in a fast-paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills.
- IT literacy including the Microsoft Office suite of products, and digital knowledge.
- Excellent communication skills including the ability to interact with partners effectively in person, via email, and on the phone.
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
- Ability to work both independently and in a team environment, demonstrating strong collaboration skills.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
- Continued opportunities for career advancement.
- Support from a dynamic, collaborative, progressive, and high-performing team, as well as world-class tools, coaching, and development opportunities.
- Opportunity to achieve great success and grow your career with RBC.
Client Centricity, Communication, Critical Thinking, Curiosity
