Current jobs related to Investment and Retirement Planning Assistant - Winnipeg - Royal Bank of Canada
-
Investment and Retirement Planning Assistant
3 weeks ago
Winnipeg, Canada RBC Full timeInvestment and Retirement Planning Assistant Join to apply for the Investment and Retirement Planning Assistant role at RBC Part time (15 hours/week) Key Accountabilities Consistently provides superior responsive service to client fax/e-mail/telephone requests Consistently provides superior responsive execution and delivery of client transactions/requests...
-
Investment and Retirement Planning Assistant
3 weeks ago
WINNIPEG, Canada Royal Bank of Canada Full timeJob Description *** Please note this is a Part time (15 hours/week) position) *** Supporting a 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...
-
Investment and Retirement Planning Assistant
22 hours ago
Winnipeg, Manitoba, Canada RBC Full timeJob DescriptionPlease note this is a Part time (15 hours/week) position) ***Supporting a 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...
-
Part-Time Investment
3 weeks ago
Winnipeg, Canada RBC Full timeA leading financial institution in Winnipeg is seeking an Investment and Retirement Planning Assistant to provide outstanding service to clients. This part-time role involves responding to client requests via various channels and ensuring a superior customer experience. The ideal candidate will be sales-oriented, resourceful, and possess strong...
-
Winnipeg, MB RC A, Canada Royal Bank of Canada Full timeJob Description*** Please note this is a Part time (15 hours/week) position) ***Supporting a 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...
-
WINNIPEG, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
-
WINNIPEG, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
-
Winnipeg, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...
-
Winnipeg, Manitoba, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...
-
Retirement Income Advisor
5 days ago
Winnipeg, Canada Canada Life Full timeA leading financial services company in Winnipeg is seeking an experienced Investment Retirement Consultant to assist Group Customer plan members nearing retirement. You'll provide tailored solutions, enhance business development through member interactions, and collaborate with the Investment & Retirement Solutions team. Ideal candidates have a minimum of 7...
Investment and Retirement Planning Assistant
3 weeks ago
**Job Summary**
*** Please note this is a part time, 15 hours/week opportunity**
The work environment is your home office with flexibility to go to the Winnipeg Branch Market if needed by the Financial Planners, Investment and Retirement Planning.
**Key Accountabilities**:
- Consistently provides superior responsive execution and delivery of client transactions/requests
- Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
- Demonstrated personal commitment to ensure skills and knowledge are up-to-date
**Knowledge/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 environment
- Strong 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-activity
- Excellent communication skills, oral/written skills, good business writing
- Resourceful and able to work independently is required
- You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
- You 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 detail
- Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
- Strong knowledge of the mortgage process and Home Financing products is an asset
- Credit experience
- Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
**What’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 opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
**Job Skills**
Client Centricity, Communication, Critical Thinking, Curiosity
**Additional Job Details**
**Address**:
1532 REGENT AVE W:WINNIPEG
**City**:
WINNIPEG
**Country**:
Canada
**Work hours/week**:
15
**Employment Type**:
Part time
**Platform**:
PERSONAL & COMMERCIAL BANKING
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-05-29
**Application Deadline**:
2025-06-10
**I**nclusion** and Equal Opportunity Employment**
At 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 Community**
Stay 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.
