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Chief investment officer • fort st john bc
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Investment and Retirement Planner Assistant
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School District 60Fort St. John, Peace River Regional District, CanadaInvestment and Retirement Planner Assistant
Royal Bank of Canada>FORT ST. JOHN, Canada- Promoted
Investment and Retirement Planner Assistant
RBCFort St. John, Peace River Regional District, Canada- Fort St. John, BC (from $ 57,500 to $ 500,000 year)
- Carleton Place, ON (from $ 83,747 to $ 462,164 year)
- North York, ON (from $ 81,875 to $ 405,410 year)
- East York, ON (from $ 81,875 to $ 405,410 year)
- Toronto, ON (from $ 130,225 to $ 330,000 year)
- Old toronto, ON (from $ 122,296 to $ 300,000 year)
- St. John's, NL (from $ 106,870 to $ 283,583 year)
- Owen Sound, ON (from $ 73,750 to $ 260,236 year)
- High Level, AB (from $ 89,569 to $ 250,183 year)
- North Bay, ON (from $ 97,500 to $ 225,000 year)
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Investment and Retirement Planner Assistant
Royal Bank of CanadaFort St. John, Peace River Regional District, Canada- Full-time
As a 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 :
10312 100 ST : FORT ST. JOHN
City : FORT ST. JOHN
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Posted Date : 2025-06-27
Application Deadline :
2025-07-14 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.
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