Job Summary

Job Description

What is the opportunity?

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. You contribute to a differentiated client experience by providing value added support and problem resolution. 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.

What will you do?

Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partnersMaintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/emailProvide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as requiredLeverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficienciesMaximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual planExercise due diligence in following all policies and procedures, and identity/correct areas of operational riskSupport Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

 

What do you need to succeed?

Must-have

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)Previous experience in investmentsDemonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skillsIT literacy including the Microsoft Office suite of products, and digital knowledgeExcellent communication skills including the ability interact with partners effectively in person, via email and on the phoneFlexibility, eagerness to learn, strong personal ethics, and a hunger for successAbility to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have

Proven track record of building rapport and developing client relationshipsExperience in proactive retail sales

What’s in it for you?

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 benefitsContinued opportunities for career advancementSupport from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunitiesOpportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

Address:

1139 MAYOR MAGRATH DR S:LETHBRIDGE

City:

LETHBRIDGE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-08

Application Deadline:

2025-01-13

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.