Enhance client relationships as an Investment and Retirement Planning Associate with RBC in Strathcona County, Canada. Support Financial Planners with diverse tasks and contribute to an exceptional client experience.

In this full time role, you will empower Financial Planners in Investment and Retirement Planning by assisting with client meeting preparations and fulfilling investment solutions. Your problem-solving and multitasking abilities will shine as you elevate client service standards and support administrative needs for seamless transactions.

Key Responsibilities:
• Assist Financial Planners with client meeting preparations
• Maintain superior client experience at all interactions
• Act as a point of contact for client concerns




• Optimize processes to improve client task completion
• Maximize referrals and track team progress

Requirements:
• Mutual Funds accreditation and investment experience
• IT literacy with Microsoft Office products
• Robust communication skills for effective collaboration
• Ability to manage competing priorities
• Eagerness to learn and a robust ethical framework

Leverage your investment knowledge and client service skills to drive success at RBC.
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📌 Investment Planning Associate At Rbc Alberta
🏢 RBC
📍 Alberta