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- Lacombe, AB
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- canada post
Part-time Canada post Jobs in Lacombe, AB
Financial Planner, Investment Retirement Planning Assistant
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Royal Bank of Canada>WOOD BUFFALO, CanadaJob Summary
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 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.
The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.
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
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.
Job Skills
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details
Address :
106 MILLENNIUM DR : FORT MCMURRAY
City : FORT MCMURRAY
Country : Canada
Work hours / week : Employment Type :
Part time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Pay Type : Salaried
Posted Date : 2025-01-17
Application Deadline :
2025-01-31
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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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