Investment and Retirement Planning Assistant

Job summary

The Investment and Retirement Planning Assistant supports a Financial Planner by managing client communications, processing transactions, and maintaining office records. They are responsible for preparing presentation materials and ensuring operational guidelines are followed to meet sales objectives.

Job details

Job Description What is the opportunity? As an Investment and Retirement Planning Assistant, you 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. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc. Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning. Mandarin/Cantonese language skills required. What will you do? 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 What do you need to succeed? Must-have You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment Strong skills in problem solving and 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, Power Point, Excel, Outlook and Marketing Central Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset Mandarin/Cantonese language skills 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 Job Skills Additional Job Details Address: 6400 NO 3 RD:RICHMOND City: Richmond Country: Canada Work hours/week: 20 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-23 Application Deadline: 2026-11-15 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

The Investment and Retirement Planning Assistant supports a Financial Planner by managing client communications, processing transactions, and maintaining office records. They are responsible for preparing presentation materials and ensuring operational guidelines are followed to meet sales objectives.

Requirements

Candidates must be sales-oriented, self-motivated, and possess strong organizational and problem-solving skills. Proficiency in Microsoft Office and fluency in Mandarin or Cantonese are required for this role.

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Professional development coaching

Listed skills

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

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Problem solving
• Communication skills
• Business writing
• Organizational skills
• Multi-tasking
• Microsoft Office
• Word
• Power Point
• Excel
• Outlook
• Marketing Central
• Mandarin
• Cantonese
• Time management
• Teamwork
• Resourcefulness
• Workplace Inclusivity
• Energetic
• Self-Motivation
• Microsoft Excel
• Commercial Banking
• Management
• Business Writing
• Cantonese Chinese
• Investments
• Mandarin Chinese
• Customer Service
• Communication
• Computer Literacy
• Contact Management Systems
• 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
• Administrative
• Customer Service & Support
• Sales
• Retirement Investment Specialist
• Sales Support Assistant
• Shop Sales Assistants
• Sales and Related Workers, All Other

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