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 current 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.
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📌 Investment Planning Associate At Rbc Toronto (Canada)
🏢 RBC
📍 Canada