Investment and Retirement Planning Assistant

As an Investment and Retirement Planning Assistant, you will 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.

You will provide primarily responsive client contact management through telephone, fax, and e-mail requests. You will develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. You will manage office routines to ensure efficiency is maintained through availability and effective management of files and records. You will also gather and prepare 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.

Responsibilities

• 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

Requirements

• You should be sales-oriented, self-motivated, self-managed, and thrive in a fast-paced environment
• Strong skills in problem-solving and a 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, PowerPoint, Excel, Outlook, and Marketing Central
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

Benefits

• 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