Support investment planning and client service as an Investment and Retirement Planning Associate in Ottawa, working part time for RBC. Use investment knowledge and communication skills daily.
As an Investment and Retirement Planning Associate, you support Financial Planners with client meetings, simple investment solutions, referrals, and administrative activities. You help deliver client service across branches, phone, and email while addressing requests and concerns. The position also supports client acquisition and asset growth.
Key Responsibilities: Prepare materials for Financial Planner client meetings
Support straightforward investment solutions and partner referrals
Respond to client requests across branch, phone, and email
Maintain accurate documentation and complete required follow-ups
Identify client needs, referrals, and investment acquisition opportunities
Requirements: Mutual Funds accreditation through recognized Canadian coursework
Previous experience in investments
Microsoft Office and digital knowledge
Strong communication and problem-solving skills
Ability to manage competing priorities and collaborate
Bring investment experience, accurate follow-through, and client communication skills to RBC’s Financial Planning team in Ottawa.