Financial Planner, Investment and Retirement Planning Assistant

RBC; Vancouver; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Financial Planner, Investment and Retirement Planning Assistant to support a top-performing team. This role involves delivering exceptional client service, managing transactions, and fostering relationships with service partners. The ideal candidate will thrive in a fast-paced environment, demonstrating strong communication and problem-solving skills. With a focus on growth and collaboration, this position offers development opportunities and a dynamic workplace culture. If you're passionate about finance and eager to make a difference, this role is perfect for you.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Development opportunities

Collaborative culture

Qualifications

• Sales-oriented and self-motivated with strong problem-solving skills.
• Excellent communication skills and highly organized with multitasking abilities.

Responsibilities

• Provide responsive client service via various communication channels.
• Execute client transactions efficiently and maintain organizational awareness.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Problem-solving

Organizational Skills

Multitasking

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook)

Marketing Central

Royal Bank systems

Job description

Job Summary

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top-producing Financial Planner, Investment, and Retirement Planning team by providing value-added administrative support to meet sales objectives. Your responsibilities include managing client contact via telephone, fax, and email; developing relationships with service partners; ensuring operational guidelines are followed; managing office routines for efficiency; and preparing materials for presentations, meetings, and marketing initiatives.

This position is based out of the branch and is open to both Full-Time and Part-Time arrangements.

What will you do?

• Provide responsive client service via fax, email, and telephone requests
• Execute and deliver client transactions and requests efficiently
• Familiarize yourself with key referral sources and maintain organizational awareness
• Keep your skills and knowledge up-to-date
• Build customer loyalty and trust through excellent service

What do you need to succeed?

Must-have

• Sales-oriented, self-motivated, and able to thrive in a fast-paced environment
• Strong problem-solving skills and a sense of urgency
• Excellent communication skills, both oral and written
• Resourcefulness and independence
• Highly organized with the ability to multitask and prioritize
• Energetic, enthusiastic team player with attention to detail
• Proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook) and Marketing Central
• Knowledge of Royal Bank systems (asset)

What’s in it for you?

We foster a culture of growth, collaboration, and community impact. Benefits include a comprehensive Total Rewards Program, leadership support, and recognition for personal initiative and hard work.

• Bonuses, flexible benefits, and competitive compensation
• Development opportunities through coaching and management
• A dynamic, collaborative culture

Job Skills: Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Location: Vancouver Main Branch, 1025 Georgia St W, Vancouver, Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Personal & Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-10

Application Deadline: 2025-06-06

Note: Applications are accepted until 11:59 PM on the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, fostering a respectful and supportive workplace that promotes innovation and professional growth. We are committed to equal opportunity employment policies.

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