Financial Services Coordinator, Investment and Retirement Planning Specialist

2 weeks ago


Edmonton, Alberta, Canada Royal Bank of Canada Full time
Job Overview

We are seeking a highly skilled Financial Services Coordinator to support a top producing Financial Planner in meeting sales objectives and related activities. This is an exciting opportunity for a motivated individual to develop relationships with service partners, manage office routines, and gather material required for presentations and marketing initiatives.

This role offers a dynamic work environment that combines branch and home office settings, providing opportunities for growth and development in a fast-paced environment.

Key Responsibilities:
  • Provide superior responsive service to client requests through telephone, email, and fax inquiries
  • Execute and deliver client transactions and requests efficiently
  • Familiarize yourself with key referral sources and demonstrate strong organizational awareness
  • Demonstrate personal commitment to maintaining up-to-date skills and knowledge
Requirements:
  • Sales-oriented self-motivated individual with excellent problem-solving skills and sense of urgency
  • Strong customer service, listening, and understanding skills
  • Excellent communication and business writing skills
  • Resourcefulness and ability to work independently
  • Well-organized with strong multi-tasking and prioritization skills
  • Strong computer skills in Microsoft Office including Word, PowerPoint, Excel, Outlook, and Marketing Central
  • Knowledge of Royal Bank systems, including Sales & Service Platform and RBCNet, would be an asset
What We Offer:
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, and competitive compensation estimated at $45,000 - $60,000 per annum based on the location and experience level
  • Leaders who support your development through coaching and managing opportunities
  • A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded


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