Assistant, Financial Planner, Investment and Retirement Planning

5 days ago

Drummondville, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

The administrative assistant will support top producing Financial Planners, 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. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

What will you do ?

  • Takes the initiative to keep informed of current events, market news and internal   information on RBCnet and applicable internal sites

  • Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.

  • Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read

  • Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities

What do you need to succeed ?

Must-have

  • To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.

  • You must be able to consistently provide superior responsive service to client requests 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

  • Great sense of initiative

  • Experience in administration or secretarial tasks is an important 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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

  • A world-class training program in financial services

  • Excellent career development and access to a variety of job opportunities across business and geographies

  • Leaders who support your development through coaching and managing opportunities

  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

1125 BOUL ST JOSEPH:DRUMMONDVILLE

City:

DRUMMONDVILLE

Country:

Canada

Work hours/week:

15

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-07

Application Deadline:

2024-11-22

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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 at jobs.rbc.com.

  • Financial Planner

    4 weeks ago

    Drummondville, Quebec, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned...

  • Financial Planner

    1 month ago

    Drummondville, Canada Scotiabank Full time

       Requisition ID: 208738Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Strategic Financial Advisor

    3 weeks ago

    Drummondville, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Strategic Financial Consultant

    1 week ago

    Drummondville, Quebec, Canada Scotiabank Full time

    Financial Planning Role OverviewAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals, following a...

  • Financial Planning Specialist

    4 weeks ago

    Drummondville, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a Financial Planning Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...

  • Financial Advisor Specialist

    2 days ago

    Drummondville, Quebec, Canada Scotiabank Full time

    About the RoleAs a Financial Planner at Scotiabank, you will be focused on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will work closely with clients to understand their unique financial goals and provide personalized investment and financial planning strategies to help them...

  • High-Performing Financial Services Advisor

    3 days ago

    Drummondville, Quebec, Canada Scotiabank Full time

    About This OpportunityWe are seeking a skilled Financial Planner to join our team in Drummondville, Quebec. As a key member of our organization, you will play a vital role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesYou will focus on investment sales and new...

  • Administrative Professional for Financial Planning

    4 days ago

    Drummondville, Quebec, Canada Royal Bank of Canada> Full time

    **Company Overview**Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. We strive to deliver exceptional service and innovative solutions to meet the evolving needs of our customers. Salary:The estimated salary range for this role is between $45,000 - $60,000 per annum, depending on...

  • Financial Services Agent Clientele

    1 day ago

    Drummondville, Canada Desjardins Full time

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

  • Emplois en conseils financiers

    6 months ago

    Drummondville, Canada Desjardins Full time

    As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Centre-du-Québec region: ...

  • Financial Services Relationship Manager

    2 days ago

    Drummondville, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    We are seeking a skilled and enthusiastic Financial Services Relationship Manager to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers.The ideal candidate will have a strong passion for working with customers and helping them achieve their financial goals....

  • Financial Advisor

    6 months ago

    Drummondville, Canada Scotiabank Full time

    Requisition ID: 182381 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist (Drummondville, QC) you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your...

  • Financial Security Advisor

    4 weeks ago

    Drummondville, Quebec, Canada Desjardins Full time

    The role of a life and health insurance financial security advisor at Desjardins involves serving, prospecting, soliciting, and developing and maintaining business relationships with members and clients. The advisor helps sell life and health insurance products and services through multiple distribution channels based on member/client needs and current...

  • Financial Services Representative

    5 months ago

    Drummondville, 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...

  • Financial Security Advisor

    4 weeks ago

    Drummondville, Quebec, Canada Desjardins Full time

    As a Financial Security Advisor at Desjardins, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...

  • Personal Banking Associate

    6 months ago

    Drummondville, Canada BMO Financial Group Full time

    1001 boulevard St-Joseph Drummondville Quebec,J2C 2C4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Financial Security Advisor

    4 weeks ago

    Drummondville, Quebec, Canada Desjardins Full time

    As a Financial Security Advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...

  • Water Well Driller Assistant

    3 weeks ago

    Drummondville, Quebec, Canada Marjolaine Dion C.O. et RH Full time

    Job SummaryMarjolaine Dion C.O. et RH is seeking a skilled Water Well Driller Assistant to join our team. As a key member of our construction team, you will be responsible for assisting in drilling and blasting rock on construction sites, operating bridge or overhead cranes to lift, move and place plant machinery and materials, and performing routine...

  • Financial Security Specialist

    3 weeks ago

    Drummondville, Quebec, Canada Desjardins Full time

    As a life and health insurance financial security advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and...

  • Wealth Management Assistant

    1 week ago

    Drummondville, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our Wealth Management team as an Assistant. This role will provide exceptional customer service, support investment advisors, and contribute to the growth of our clients' wealth.Key Responsibilities:Ensure effective communication between clients, advisors, and collaboratorsProvide...