Support investment planning clients in Russell-Binscarth through accurate service, referrals, and administrative coordination for Financial Planners. This is a full-time opportunity.
As an Investment and Retirement Planning Associate at RBC, you support Financial Planners with client meetings, investment solutions, and referrals. You help address client requests, maintain documentation accuracy, and identify client needs. Your work also supports relationship development, asset acquisition, and team planning.
Key Responsibilities:
- Prepare materials for Financial Planner client meetings
- Support simple investment solutions and appropriate partner referrals
- Respond to client requests by phone, email, and branch
- Maintain accurate documentation and follow up on concerns
- Track referrals, investment clients, assets, and annual plan progress
Requirements:
- Mutual Funds accreditation, such as Investment Funds in Canada
- Previous investment experience
- Microsoft Office and digital literacy
- Robust communication, problem-solving, and multitasking skills
- Ability to collaborate independently and within teams
Bring investment experience, client service, and referral skills to RBC’s Financial Planning team in Russell-Binscarth.