Financial Planner Investment and Retirement Planning Assistant

Job summary

You will support a Financial Planner by providing administrative service, managing client contact, and ensuring efficient transaction processing. Additionally, you will manage office routines and prepare materials for meetings and marketing initiatives.

Job details

Job Description What is the opportunity? As a Financial Planner, 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. What will you do? 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 What do you need to succeed? Must-have 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, Power Point, 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? 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 RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager. Job Skills Client Centricity, Communication, Critical Thinking, Curious Mindset Additional Job Details Address: 390 BASELINE RD, UNIT 160:STRATHCONA COUNTY City: Strathcona County Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-25 Application Deadline: 2026-10-08 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

You will support a Financial Planner by providing administrative service, managing client contact, and ensuring efficient transaction processing. Additionally, you will manage office routines and prepare materials for meetings and marketing initiatives.

Requirements

Candidates must have at least 2 years of experience in a service and sales support role working with a sales team. Strong organizational, communication, and computer skills are required to succeed in this position.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Coaching and development opportunities

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Multi-Tasking · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Communication
• Business writing
• Organizational skills
• Multi-tasking
• Microsoft Office
• Word
• Power Point
• Excel
• Outlook
• Web based meetings
• Social media
• Digital banking
• Mobile applications
• Problem solving
• Sales support
• Sales Support
• Resourcefulness
• Digital Banking
• Workplace Inclusivity
• Energetic
• Organizational Skills
• Curiosity
• Self-Motivation
• Microsoft Excel
• Commercial Banking
• Management
• Business Writing
• Investments
• Mobile Application Development
• Customer Service
• Computer Literacy
• Contact Management Systems
• Critical Thinking
• Loyalty Programs
• Sales
• Marketing
• Innovation
• Problem Solving
• Microsoft Outlook
• Multitasking
• Microsoft PowerPoint
• Presentations
• Coaching
• Retirement Planning
• Prioritization
• Organizational Awareness
• Enthusiasm
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Sales
• Financial Planner/Investment Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors