Associate, Investment and Retirement Planning
2 weeks ago
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 in order to build customer loyalty and trust
Competencies, Aptitudes and Experience
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
This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
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
Additional Job Details
Address:
7250 BOUL TASCHEREAU:BROSSARDCity:
BROSSARDCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-05-02Application Deadline:
2024-05-19Inclusion 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.
-
Brossard, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Brossard, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Brossard, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Brossard, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Associate, Investment and Retirement Planning
2 weeks ago
BROSSARD, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat 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...
-
Associate, Investment and Retirement Planning
2 weeks ago
Brossard, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat 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...
-
Investment Associate
4 weeks ago
Brossard, Canada BMO Financial Group Full time1850 rue Panama Brossard Quebec,J4W 3C6 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client...
-
Financial Planning Consultant
11 hours ago
Brossard, Canada CIBC Full timeWe’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...
-
Investment Advisor
3 weeks ago
Brossard, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...
-
Investment Advisor
2 weeks ago
BROSSARD, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...
-
Investment Advisor
2 weeks ago
Brossard, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...
-
Financial Consultant Investments
4 weeks ago
Brossard, QC, Canada Sun Life Financial Full timeApply locations Brossard, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034449 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...
-
Associate Wealth Advisor
5 days ago
Brossard, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...
-
Quality Associate
3 weeks ago
Brossard, QC, Canada Banque Nationale du Canada Full timeA career as an Assistant in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Provide superior...
-
Associé à la vente
4 weeks ago
Brossard, Canada Frank and Oak Full timeDesign canadien. Fait pour bien vivre. Nous nous engageons à fournir à nos clients des produits conçus avec détermination, fabriqués de manière durable, tout en maintenant des valeurs sociales fortes en matière d’égalité et d’inclusion. APERÇU DU POSTE – ASSOCIE A LA VENTE Relevant du Gérant de Magasin, vous serez responsable de...
-
Brossard, Canada Vanguard Full timeCybersecurity Portfolio Planning and Operations Management Lead - Enterprise Security + FraudGlobal Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across...
-
Brossard, Canada Vanguard Full timeCybersecurity Portfolio Planning and Operations Management Lead - Enterprise Security + FraudGlobal Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across...
-
Brossard, Canada Vanguard Full timeCybersecurity Portfolio Planning and Operations Management Lead - Enterprise Security + FraudGlobal Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across...
-
Private Banking Associate
7 days ago
Brossard, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Expert Banking Advisor
3 weeks ago
Brossard, Quebec, Canada RBC - Royal Bank Full timeJob SummaryCompiler et analyser des données financières pour une entreprise. Appuyer les décisions d'affaires de la Haute direction en remettant à cette dernière des analyses financières et commerciales. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.Job DescriptionJob DescriptionWhat is...