Financial Planner, Investment and Retirement Planning Assistant

RBC; Surrey; On-site; CAD 60,000 - 80,000; Part time

Job summary

A major Canadian bank is seeking a part-time Financial Planner Assistant in Surrey. The role involves supporting financial planners by providing client contact management and administrative support. Ideal candidates have experience in service and sales, strong communication skills, and proficiency in Microsoft Office. The position fosters professional development and a collaborative culture.

Benefits

Comprehensive Total Rewards Program

Leadership support for development

Collaborative and dynamic culture

Qualifications

• Minimum 2 years of experience in a service and sales support role.
• Exceptional customer service skills.
• Strong organizational skills with the ability to multi-task.

Responsibilities

• Provide superior responsive service to client requests.
• Ensure accurate and timely execution of client transactions.
• Identify key referral sources and demonstrate strong organizational awareness.

Skills

Customer service skills

Communication skills

Organizational skills

Microsoft Office proficiency

Sales support experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support the Financial Planner, Investment, and Retirement Planner in meeting sales objectives and related activities by providing value-added administrative support. You will provide responsive client contact management through telephone, fax, and email requests, as well as develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. You manage office routines to maintain efficiency through effective management of files and records, gathering and preparing materials for presentations, meetings, and marketing initiatives.

The work environment is a combination of home office and branch, depending on the needs of the Financial Planner, Investment, and Retirement Planning in the Langley/Maple Ridge Market.

What will you do?

• Provide superior responsive service to client fax, email, and telephone requests
• Ensure accurate and timely execution and delivery of client transactions/requests
• Identify key referral sources and demonstrate strong organizational awareness
• Maintain personal commitment to updating skills and knowledge
• Respond promptly to client requests to build loyalty and trust

What do you need to succeed?

Must-have

• Minimum 2 years of experience in a service and sales support role collaborating with a sales team and responding to client requests
• Exceptional customer service skills
• Excellent communication skills, both oral and written, with good business writing abilities
• Strong organizational skills with the ability to multi-task and prioritize effectively
• Proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)
• Experience with emerging communication technologies (web-based meetings, social media, digital banking, mobile applications)

Nice-to-have

• Resourcefulness and ability to work independently
• Energetic, enthusiastic team player attentive to detail
• Sales-oriented, self-motivated, and self-managed, thriving in a fast-paced environment
• Strong problem-solving skills with a sense of urgency
• Knowledge of Royal Bank systems, including Sales & Service Platform and RBCNet, is an asset

What’s in it for you?

We thrive on the challenge to be our best, foster progressive growth, and work collaboratively to deliver trusted advice that helps our clients and communities prosper. We value each other's contributions, support professional development, and recognize hard work.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
• Leadership support for your development through coaching and growth opportunities
• A collaborative, dynamic culture that rewards initiative and effort

Additional Job Details

Address: 17931 56 AVE, SURREY

City: Surrey

Country: Canada

Work hours/week: 30

Employment Type: Part-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-08-12

Application Deadline: 2025-08-18

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 with diverse perspectives is key to our growth. We are committed to fostering a respectful environment where employees feel supported, collaborate effectively, and can grow professionally, helping us deliver value to clients and communities.

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