Current jobs related to Investment Retirement Planner Associate - Mississauga, Ontario - RBC

  • Investment Retirement Planner

    3 days ago

    Mississauga, Ontario, Canada RBC Full time

    Job Description*Please note this position is for Mississauga area and not specific to 6880 Financial Dr.* 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...

  • Associate Planner

    1 week ago

    Mississauga, Ontario, Canada TJX Canada Full time

    TJX CanadaAt TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our Distribution Centers, Corporate Offices, or Retail Stores—WINNERS, HomeSense, and Marshalls, you'll find...

  • Associate Planner

    2 weeks ago

    Mississauga, Ontario, Canada TJX Canada – Winners, Marshalls, HomeSense Full time

    TJX CanadaAt TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our Distribution Centers, Corporate Offices, or Retail Stores—WINNERS, HomeSense, and Marshalls, you'll find...

  • Investment Associate

    4 days ago

    Mississauga, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Benefit and Retirement Specialist

    2 weeks ago

    Mississauga, Ontario, Canada TJX Canada – Winners, Marshalls, HomeSense Full time

    TJX CanadaAt TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our Distribution Centers, Corporate Offices, or Retail Stores—WINNERS, HomeSense, and Marshalls, you'll find...

  • Benefit and Retirement Specialist

    2 weeks ago

    Mississauga, Ontario, Canada TJX Canada Full time

    TJX CanadaAt TJX Canada, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our Distribution Centers, Corporate Offices, or Retail Stores—WINNERS, HomeSense, and Marshalls, you'll find...

  • Senior Environmental Planner

    7 days ago

    Mississauga, Ontario, Canada AECOM Full time

    Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Senior Environmental Planner

    4 days ago

    Mississauga, Ontario, Canada AECOM Full time

    Work with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex...

  • VP Real Estate Investments

    3 days ago

    Mississauga, Ontario, Canada Chartwell Retirement Residences Full time

    The OpportunityThe Vice President Real Estate Investments is a key member of Chartwell's leadership team responsible for developing and executing strategies related to real estate acquisitions, dispositions and portfolio optimization. The role ensures effective capital deployment, risk management, and strong market relationships to support the organization's...

  • Financial Planning Associate

    2 weeks ago

    Mississauga, Ontario, Canada RBC Full time

    Job DescriptionWhat is the opportunity?As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the...

Investment Retirement Planner Associate

3 weeks ago

Mississauga, Ontario, Canada RBC Full time

Job Description

What is the opportunity?

As an Investment and Retirement Planning (IRP) Associate,  you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What will you do?

  • Working at the Mississauga branch for 5 days between Monday to Saturday

  • Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment 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 teams' annual plan

  • Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

  • Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

What do you need to succeed?

Must-have

  • Proficiency in Mandarin/Cantonese/Arabic

  • 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 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

Nice-to-have

  • Proven track record of building rapport and developing client relationships

  • Experience in proactive retail sales

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.

  • 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

Job Skills

Additional Job Details

Address:

2955 HAZELTON PL:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

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