Top Benefits
About the role
Job Description
What is the opportunity?
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
Whatwillyou do ?
-
Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
-
Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.
-
Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read
-
Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities
What do you need to succeed ?
Must-have
-
To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.
-
You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust.
-
You must 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
-
Great sense of initiative
-
Experience in administration or secretarial tasks is an important asset.
-
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
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, competitive compensation, commissions, and stock where applicable
-
A world-class training program in financial services
-
Excellent career development and access to a variety of job opportunities across business and geographies
-
Leaders who support your development through coaching and managing opportunities
-
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details
Address:
610 BOUL ST JEAN:POINTE-CLAIRE
City:
Pointe-Claire
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-23
Application Deadline:
2025-10-07
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion 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.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
Whatwillyou do ?
-
Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
-
Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.
-
Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read
-
Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities
What do you need to succeed ?
Must-have
-
To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.
-
You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust.
-
You must 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
-
Great sense of initiative
-
Experience in administration or secretarial tasks is an important asset.
-
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
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, competitive compensation, commissions, and stock where applicable
-
A world-class training program in financial services
-
Excellent career development and access to a variety of job opportunities across business and geographies
-
Leaders who support your development through coaching and managing opportunities
-
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details
Address:
610 BOUL ST JEAN:POINTE-CLAIRE
City:
Pointe-Claire
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-23
Application Deadline:
2025-10-07
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion 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.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.