Assistant, Investment and Retirement Planning

0000050007 Royal Bank of Canada; Montreal; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading bank in Canada is looking for an Administrative Assistant to support Financial Planners in their Investment and Retirement Planning division. The successful candidate will excel in multitasking, be detail-oriented, and must be bilingual in English and French. The role includes managing correspondence, ensuring service quality, and overseeing scheduling to foster effective operations. A comprehensive rewards program and career development opportunities are also offered.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Career development opportunities

Qualifications

• Bilingualism (English and French) is required.
• Experience in administration or secretarial tasks is an important asset.
• Must be organized with the ability to multi-task and prioritize.

Responsibilities

• Supports Financial Planners by managing client communications and administrative tasks.
• Proactively identifies and provides materials needed for presentations and marketing initiatives.
• Manages diaries and prioritizes correspondence for Financial Planners.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Job description

What is the opportunity? The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. What will you do ?

Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites

Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information / documents for him / her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.

Manages Investment and Retirement Planner's e-mail / mail, proactively responding to correspondence / requests and prioritizes for FPIRP to read

Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities

What do you need to succeed ? Must-have

To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.

You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust.

You must be extremely well organized with the ability to multi-task and prioritize.

You are an energetic and enthusiastic team player who pays attention to detail.

Great sense of initiative

Experience in administration or secretarial tasks is an important asset.

Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

A world-class training program in financial services

Excellent career development and access to a variety of job opportunities across business and geographies

Leaders who support your development through coaching and managing opportunities

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills Client Centricity, Communication, Critical Thinking, Curiosity Additional Job Details

Address :

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date : 2025-06-18

Application Deadline :

2025-07-02 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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