Drive successful investment solutions as a Retirement Planning Associate at RBC in Strathcona County, Canada. Join a supportive team while assisting Financial Planners with invaluable client interactions and solutions. As a full time Associate, you will support the Financial Planners with preparations for client meetings and navigate the intricacies of investment solutions.

Your role enhances client satisfaction through problem resolution and accurate documentation, fostering strong relationships with all stakeholders involved. Key Responsibilities:

- Prepare for and support Financial Planner client meetings
- Deliver exceptional service to all client inquiries
- Ensure accuracy of documentation and follow-up processes
- Streamline task completion through routine optimization
- Identify new investment client opportunities and track results Requirements:
- Must have Mutual Funds accreditation
- Previous experience in the investment industry
- Proficient in Microsoft Office Suite
- Excellent multitasking and problem-solving abilities
- Ability to work independently and collaboratively Bring your expertise in investments to RBC and create meaningful client experiences.

📌 RBC Retirement Planning Associate Role (Sherwood Park)
🏢 RBC
📍 Sherwood Park