Investment and Retirement Planning Assistant

Job DescriptionSupporting top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.  Provides primarily responsive client contact management through telephone, fax and e-mail requests.  Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.The work environment is your home office with flexibility to go to the Portage La Prairie, Neepawa and Minnedosa Branch Markets if needed by the Financial Planner, Investment and Retirement Planning.Key Accountabilities:Consistently provides superior responsive service to client fax/e-mail/telephone requestsConsistently provides superior responsive execution and delivery of client transactions/requestsFamiliar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolutionDemonstrated personal commitment to ensure skills and knowledge are up-to-dateKnowledge/Experience:To support the position of a mobile Financial Planner, Investment and Retirement Planning you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environmentStrong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activityExcellent communication skills, oral/written skills, good business writingResourceful and able to work independently is requiredYou must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trustYou must be extremely well organized with the ability to multi-task and prioritize.You are an energetic and enthusiastic team player who pays attention to detailStrong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing CentralStrong knowledge of the mortgage process and Home Financing products is an assetCredit experienceKnowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an assetWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.World-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdditional Job DetailsAddress:140 SASKATCHEWAN AVE E:PORTAGE LA PRAIRIECity:Portage La PrairieCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2026-01-29Application Deadline:2026-02-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.