Assistant, Investment and Retirement Planning

RBC; Pointe-Claire; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial institution in Pointe-Claire, Canada is seeking an Administrative Assistant to support Financial Planners in meeting sales objectives. The candidate must be bilingual in English and French, possess strong organizational skills, and provide excellent client service. This full-time position offers a comprehensive rewards program, training in financial services, and opportunities for career growth.

Benefits

Comprehensive Total Rewards Program

World-class training program

Career development opportunities

Qualifications

• Must be self-motivated and able to thrive in a fast-paced environment.
• Ability to provide superior service to client requests.
• Experience in administration is an asset.

Responsibilities

• Support Financial Planners with client contact management.
• Manage email and correspondence for Investment and Retirement Planners.
• Ensure planners' schedules are effectively managed.

Skills

Sales-oriented mindset

Strong organizational skills

Bilingualism (English and French)

Client-centric communication

Critical thinking

Job description

Overview

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.

Responsibilities

• 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, and 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.
• Strong computer skills.
• 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: 610 BOUL ST JEAN:POINTE-CLAIRE

City: Pointe-Claire

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-23

Application Deadline: 2025-10-07

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 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.