Support investment planning clients from a home office in Richmond while using Mandarin or Cantonese and responsive communication skills. Part time work totals 20 hours weekly.

As an Investment and Retirement Planning Assistant at RBC, you support a top-producing Financial Planner with sales objectives and related activities. You manage client contacts, transactions, office routines, files, records, and presentation materials. The position requires Mandarin or Cantonese language skills and flexibility to work at the branch when required.

Key Responsibilities:

- Respond to client telephone, fax, and email requests
- Execute and deliver client transactions and requests
- Develop relationships with service partners
- Manage office routines, files, and records




- Prepare materials for presentations and marketing initiatives

Requirements:

- Sales-oriented, self-motivated, and self-managed approach
- Strong problem-solving, customer service, and listening skills
- Excellent oral, written, and business writing communication
- Resourcefulness, independence, organization, and prioritization
- Microsoft Office and Mandarin or Cantonese skills

Bring organized client support, transaction execution, and Mandarin or Cantonese communication to RBC investment planning services.

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📌 Investment Planning Assistant Richmond
🏢 RBC
📍 Richmond