Investment and Retirement Planning Assistant

As an Investment and Retirement Planning Assistant, you support a top-producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value-added administrative service and support.

You will provide responsive client contact management through telephone, fax, and e-mail requests, as well as develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

You manage office routines to ensure efficiency is maintained through availability and effective management of files and records by gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

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

Responsibilities

• Provide superior responsive service to client fax, e-mail, and telephone requests
• Provide superior responsive execution and delivery of client transactions/requests
• Determine key referral sources and have strong organizational awareness
• Demonstrate personal commitment to ensure skills and knowledge are up-to-date
• Respond quickly to client requests in order to build customer loyalty and trust

Requirements

• Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests
• Exceptional customer service skills
• Excellent communication skills, oral/written skills, good business writing
• Strong organizational skills with the ability to multi-task and prioritize
• Strong computer skills in Microsoft Office including Word, PowerPoint, Excel, Outlook
• Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications)

Nice-to-Have

• Resourcefulness and able to work independently
• Energetic and enthusiastic team player who pays attention to detail
• Sales-oriented, self-motivated, self-managed, and thrive in a fast-paced environment
• Strong problem-solving skills with a sense of urgency
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset

What's in it for you?

• 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