Elevate your career with RBC as a Financial Planner Assistant in Russell-Binscarth. Provide exceptional service and support while managing client requests and relationships effectively.
This full-time position involves working closely with a top-producing Financial Planner. You will excel in client service delivery, utilizing robust communication and organizational skills to prioritize and manage tasks. In your role, you will also build relationships with service partners and ensure transactions are processed smoothly.
Key Responsibilities:
• Deliver superior service to client requests via multiple channels
• Execute and manage client transactions efficiently
• Build relationships with referral sources and service partners
• Maintain and organize essential office files and records
• Stay updated on industry skills and knowledge
Requirements:
• Minimum 2 years in a service and sales support role
• Exceptional communication and customer service skills
• Strong organizational and multitasking abilities
• Proficiency in Microsoft Office applications
• Experience with emerging technology and communication tools
Support financial excellence and enhance client experiences as part of RBC's dedicated team in Russell-Binscarth.
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