Associate, Investment and Retirement Planning

RBC; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major Canadian bank in Gatineau is seeking an Investment and Retirement Planning Associate to provide client and sales support to Financial Planners. This role focuses on enhancing client experiences, managing inquiries, and supporting ongoing financial plans. Candidates should have mutual funds accreditation, experience in investments, and bilingual abilities in English and French. Benefits include a comprehensive rewards program and excellent career development opportunities.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Career development opportunities

Dynamic and collaborative team environment

Qualifications

• Strong problem-solving skills and ability to multi-task.
• Adaptability in a fast-paced environment.
• Eagerness to learn and strong personal ethics.

Responsibilities

• Assist Financial Planners with client meetings and documentation.
• Maintain superior client experience and service.
• Support referrals and track progress against plans.

Skills

Mutual Funds accreditation

Investment experience

IT literacy

Excellent communication skills

Bilingualism (English and French)

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 partners
• Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
• Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan
• Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk
• Support 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 investments
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Proven track record of building rapport and developing client relationships
• Experience 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 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

Additional Job Details

Address: 2310 RUE SAINT LOUIS:GATINEAU

City: Gatineau

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-17

Application Deadline:

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.

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