Financial Planner, Investment and Retirement Planning Assistant
5 days ago
Job Summary
Job Description
What is the opportunity?
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage 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.
This work arrangement is based out of the branch. Open to Full-Time or Part-Time work arrangement.
What will you do?
- Consistently provide superior responsive service to client fax/e-mail/telephone requests
- Consistently provide superior responsive execution and delivery of client transactions/requests
- Be familiar with key referral sources and have strong organizational awareness
- Demonstrate personal commitment to ensure skills and knowledge are up-to-date
- Consistently provide superior responsive service to client requests in order to build customer loyalty and trust
What do you need to succeed?
Must-have
- 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
- Resourcefulness and able to work independently
- 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
- 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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
Job Skills
Client Centricity, Communication, Critical Thinking, CuriosityAdditional Job Details
Address:
VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVERCity:
VANCOUVERCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2024-11-27Application Deadline:
2024-12-09Note: 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.
-
Vancouver, BC, Canada Odlum Brown Limited Full time €100,000 - €110,000WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...
-
Vancouver, Canada RBC Full timeJob Summary Job Description What is the opportunity? As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.Provide primarily responsive client contact...
-
Vancouver, Canada RBC Full timeJob Summary Job Description Market: Vancouver Downtown What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob Description What is the opportunity? As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.Provide primarily responsive client contact...
-
Vancouver, Canada RBC Full timeJob Summary Job 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...
-
Vancouver, Canada RBC Full timeJob Summary Job Description What is the opportunity? (Cantonese, Mandarin Required) 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob Description Market: Vancouver DowntownWhat is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob Description What is the opportunity?(Cantonese, Mandarin Required) 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob 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...
-
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionMarket: Vancouver DowntownWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and 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...
-
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob 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 Specialist
6 months ago
North Vancouver, Canada BMO Financial Group Full time1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Financial Advisor, Investment
2 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 211154Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
-
Financial Advisor, Investment
1 month ago
West Vancouver, Canada Scotiabank Full timeRequisition ID: 210105Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
-
Financial Planner Professional
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole Summary:As 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 goal is to provide investment and financial planning advice to help clients meet their unique goals.Main Responsibilities:Conduct comprehensive...
-
Financial Planner
5 months ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 201895Join 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...
-
Financial Planner
3 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 210884Join 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...
-
Specialist, Financial Planning
6 months ago
Vancouver, Canada Canaccord Genuity Corp. Full timeSalary Range: $95,000 - $100,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value...
-
Avp, Financial Planning Specialist
3 days ago
Vancouver, Canada Raymond James Financial, Inc. Full time**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
-
Financial Planner
3 weeks ago
North Vancouver, Canada Scotiabank Full timeRequisition ID: 210887Join 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...
