Description
The Investment and Retirement Planning Assistant supports top-producing Financial Planners by providing administrative services and client contact management. This includes handling client requests via phone, fax, and email, collaborating with service partners to ensure efficient transaction processing, managing office routines, and preparing materials for presentations and marketing. The role offers a hybrid work model with a home office base and occasional travel to branch markets in Portage La Prairie, Neepawa, and Minnedosa.
What We're Looking For
Consistently provide superior responsive service to client fax/e-mail/telephone requests.,Consistently provide superior responsive execution and delivery of client transactions/requests.,Be familiar with key referral sources, possess strong organizational awareness, and have strong knowledge of mortgage and investment processes to facilitate solutions and problem resolution.,Demonstrate personal commitment to ensure skills and knowledge are up-to-date.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexibility to travel to Portage La Prairie, Neepawa, and Minnedosa Branch Markets as needed.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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