Join RBC as an Investment and Retirement Planning Associate in Strathcona County, Canada. Engage directly with clients and support Financial Planners in enhancing their service quality and growth.
In this full-time role, you will be instrumental in preparing client meetings and assist with simple investment solutions. Your strong communication and collaboration skills will be essential in managing client needs and identifying areas of process improvement for greater efficiency.
Key Responsibilities:
• Enable Financial Planners through client meeting assistance
• Maintain top-tier client service across channels
• Resolve client requests and ensure documentation accuracy
• Optimize task completion for improved efficiency
• Maximize client referrals and track achievements
Requirements:
• Mutual Funds accreditation and investment experience
• IT savvy with digital tools and Microsoft Office
• Strong communication for effective interaction
• Ability to adapt in a quick-paced environment
• Commitment to learning and ethics
Utilize your investment expertise to contribute to RBC's success and client satisfaction.
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📌 Investment Associate - RBC Strathcona County (Sherwood Park)
🏢 RBC
📍 Sherwood Park