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.

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:

• Sales-oriented, self-motivated, self-managed, and thrive in a fast-paced environment
• Strong skills in problem-solving and sense of urgency
• Excellent communication skills, oral/written skills, good business writing
• Resourcefulness and able to work independently
• Extremely well-organized with the ability to multi-task and prioritize
• 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
• Mandarin/Cantonese language skills

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