Investment and Retirement Planner Assistant

Job details
Job type
Full-time
 
Location
Fort St. John, BC V1J 3Z1
 
Full job description
Job Summary

Job Description

What is the opportunity?
As a 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.

The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.

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, Curiosity
Additional Job Details

Address:

10312 100 ST:FORT ST. JOHN
City:

FORT ST. JOHN
Country:

Canada
Work hours/week:

37.5
Employment Type:

Full time
Platform:

PERSONAL COMMERCIAL BANKING
Job Type:

Regular
Pay Type:

Salaried
Posted Date:

2025-06-27
Application Deadline:

2025-07-14
Note: Applications will be accepted until 11:5+ 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.

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