Job Summary
Job Description
What is the opportunity?
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.
Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.
What will you do ?
Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information / documents for him / her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.
Manages Investment and Retirement Planner's e-mail / mail, proactively responding to correspondence / requests and prioritizes for FPIRP to read
Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities
What do you need to succeed ?
Must-have
To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.
You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust.
You must 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
Great sense of initiative
Experience in administration or secretarial tasks is an important 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, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details
Address :
1125 BOUL ST JOSEPH : DRUMMONDVILLE
City : DRUMMONDVILLE
DRUMMONDVILLE
Country : Canada
Canada
Work hours / week : Employment Type :
Employment Type : Part time
Part time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-11-07
2024-11-07
Application Deadline :
2024-11-22
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.
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 .
Assistant, Financial Planner, Investment and Retirement Planning
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Ensures Financial Planner, Investment and Retirement Planning needs are proac...
Virtual Financial Planner (Bilingual, French and English)
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Are you loo...
Director, Canadian Personal and Commercial, Financial Planning & Analytics
Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial manage...
Cashier
Opportunities for advancement within the companyAn employer that's involved in the communityTeamwork and ongoing trainingA comprehensive training program for all new hiresA student incentive programAnd much more!At RONA, over 22,000 employees let their passion blossom every day.Our teams from the RO...
Data Entry Clerk - Up to $850 a Week
Data Entry Clerk Work From Home - Part Time Remote Focus Group Panelists. Data entry clerk experience is not necessary. If you are a data entry clerk or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income. No Data Entry experience ne...
FT Clerk Cashier- Service Counter (Attridge Food #426) Saskatoon, SK - Saskatoon Co-op
Reporting to the Food Store Manager, responsibilities for this position include the following:.To come to work with a positive, professional approach and attitude.To be dependable for all scheduled shifts.To provide outstanding courteous customer service.To provide a neat, clean, well merchandised s...
Senior Bilingual Commercial Account Manager
Our client is seeking an experienced Senior Commercial Account Manager to join their team! The ideal candidate must be bilingual French and licensed in Quebec. Collaboratively and regularly meets with Account Executive(s) and the team to stay abreast of client account status . Handles routine custom...
Account Manager
We are recruiting an Account Manager for the North Shore of Montreal for our partner specialized in the sale, rental and maintenance of industrial equipment. ...
cashier
No degree, certificate or diploma.Are you currently legally able to work in Canada?.Do you currently reside in proximity to the advertised location?.Do you have previous experience in this field of employment?.Registered Retirement Savings Plan (RRSP).Heures de travail: 30 to 40 hours per week....
Financial Planner - Drummondville
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing fina...