Support Investment and Retirement Planning through responsive client service, strong organization, and bilingual communication in Montréal. This is a full time RBC position.

The administrative assistant supports top producing Financial Planners, Investment and Retirement Planning, with sales objectives and related activities. You will manage client contact, coordinate service partners, and help transactions proceed efficiently. Robust computer skills, initiative, and administrative experience support success.

Key Responsibilities:

- Monitor current events, market news, and RBCnet information
- Identify planner needs and prepare required information and documents
- Gather presentation and marketing materials for planned initiatives
- Manage email, mail, correspondence, and client requests




- Time manage the planner’s diary and prioritize activities

Requirements:

- Sales-oriented, self-motivated, and self-managed approach
- Responsive client service that builds loyalty and trust
- Organization, multitasking, prioritization, and attention to detail
- Strong computer skills and a strong sense of initiative
- English and French bilingualism required; administration experience is an asset

Bring bilingual client service, administrative coordination, and planner support skills to RBC’s Investment and Retirement Planning team.

📌 Investment Retirement Planning Assistant (Montreal)
🏢 RBC
📍 Montreal