Job Description
What is the opportunity?As a Financial Planner, Investment and Retirement Planning Assistant, you support three top producing Financial Planner, Investment and Retirement Planners 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
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)
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
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
Address:
7001 MUMFORD RD:HALIFAXCity:
HalifaxCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-06-26Application Deadline:
2026-07-07Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.
Financial Planner, Investment Retirement Planning Assistant • KENTVILLE, Nova Scotia, Canada
Remote Recruiter Opportunity | Work Global Client Roles | Earn $3,000-$11,000 Per Placement.Work remotely from anywhere in the world.Recruiters across the world are leaving traditional agencies.Ins... Show more
Become a Mentor focused on Youth Life Skills Development, supporting participants in achieving personal growth and independence.This role offers flexibility and a meaningful engagement in their liv... Show more
On behalf of Stingray Radio, The Warrington Group is recruiting a Media Sales Strategist to join the Kentville team covering the Annapolis Valley region of Nova Scotia.Stingray Radio is Canada’s pr... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
A healthcare organization in Nova Scotia is seeking locum hospitalist physicians for specific coverage in 2025.The position offers a flexible schedule of 7 days on, 7 days off, with remuneration of... Show more
A community healthcare provider in Kentville, Nova Scotia, is seeking a Continuing Care Assistant (CCA) to help individuals live safely at home.The role involves providing personal care, meal prepa... Show more
Volunteer member of a Nova Scotia Health Community Health Board (CHB) to improve health & wellness in the South Shore region.Attend CHB meetings (1–2 hours/month, 10 months/year).Participate in mon... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
Posted onJune 12, 2026 by Employer details.To be negotiated) / 64 to 80 hours bi-weekly.Terms of employment Permanent employment Part time leading to full time.Other trades certificate or diploma.W... Show more
Transform lives as a Physiotherapist with CBI Health in New Minas, NS.Seize the opportunity to grow in a client-centered, supportive, and dynamic environment.At CBI Health, you will play a crucial ... Show more
A leading facilities management company in Nova Scotia is seeking a skilled plumber to join their team.The role requires interpreting building codes, installing, and maintaining plumbing systems fo... Show more
We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more
A healthcare institution in Nova Scotia is seeking hospitalists to join a supportive team managing inpatient care.Responsibilities include patient management and care coordination across hospitalis... Show more
A healthcare provider in Nova Scotia seeks a full-scope family physician to join their team in Parrsboro.Responsibilities include delivering comprehensive primary health care services to patients o... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Part‑time Physiotherapist (Evening) – New Minas, NS.Build and deliver treatment plans that go beyond “the basics”.Work autonomously without ever feeling alone.Collaborate with an interdisciplinary ... Show more
At Sodexo Campus, we’re not just about facilities management - we’re about fueling futures.We help create vibrant, inclusive spaces where students can thrive, connect, and discover who they are.Fro... Show more
