As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team. Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of straightforward investment solutions and referrals to appropriate partners Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact Investment Funds in Canada, or the Canadian Securities Course)



Previous experience in investments IT literacy including the Microsoft Office suite of products, and digital knowledge Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone Flexibility, eagerness to learn, strong personal ethics, and a hunger for success Proven track record of building rapport and developing client relationships We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits 390 BASELINE RD, UNIT 160:Full time PERSONAL & COMMERCIAL BANKING We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 Investment and Retirement Planning Associate (Canada)
🏢 RBC
📍 Canada