Enhance client experiences as an Investment and Retirement Planning Associate with RBC in Toronto, Canada. Provide sales support and cutting-edge solutions for Financial Planners, driving client satisfaction.

As a pivotal ally to Financial Planners in the Investment and Retirement Planning team, you will focus on enabling effective client interactions. Your role includes supporting meeting preparations, ensuring timely follow-ups, and enhancing service quality. Collaborate across departments to meet client needs while actively securing recent investment clients.

Key Responsibilities: • Prepare materials for client meetings with Financial Planners • Maintain exceptional service for clients via calls or in branches • Address client requests,



ensuring documentation accuracy • Identify efficiencies in client task completion processes • Maximize potential by acquiring recent clients and tracking progress

Requirements: • Mutual Funds accreditation or similar certification • Experience in investment positions • Skilled in multitasking and problem solving • Proficient in Microsoft Office and other digital tools • Excellent communication and collaboration abilities

Your problem-solving skills and client focus will help drive success at RBC in Toronto. #J-18808-Ljbffr

📌 Investment Planning Associate At Rbc Winnipeg
🏢 RBC
📍 Winnipeg