Financial Planner, Investment and Retirement Planning Assistant

RBC; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading financial institution as a Financial Planner Assistant in Vancouver. This role supports a top-producing Financial Planner by managing client communications, executing transactions, and maintaining office routines. Ideal candidates will be sales-oriented and possess strong organizational skills. Enjoy competitive compensation and a collaborative culture.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Development support

Collaborative culture

Qualifications

• Self-motivated and able to thrive in a fast-paced environment.
• Strong problem-solving, communication, and organizational skills.

Responsibilities

• Provide responsive service to client requests via fax, email, and phone.
• Ensure accurate and timely execution of client transactions.
• Build customer loyalty through excellent service.

Skills

Sales-oriented

Problem-solving

Communication

Organizational skills

Tools

Microsoft Office Suite

Job description

Financial Planner, Investment and Retirement Planning Assistant

Join to apply for the Financial Planner, Investment and Retirement Planning Assistant role at RBC.

This position supports a top-producing Financial Planner by providing administrative support, managing client contacts via phone, fax, and email, and developing relationships with service partners to ensure efficient transaction processing. The role involves managing office routines, preparing materials for meetings and marketing, and maintaining files and records.

Location: Vancouver Branch, 1025 Georgia St W, Vancouver, Canada. Full-Time or Part-Time, 37.5 hours/week, Salaried employment.

Key Responsibilities:

• Provide responsive service to client requests via fax, email, and phone.
• Ensure accurate and timely execution of client transactions.
• Develop awareness of referral sources and organizational processes.
• Maintain up-to-date skills and knowledge.
• Build customer loyalty through excellent service.

Qualifications:

• Sales-oriented, self-motivated, and able to thrive in a fast-paced environment.
• Strong problem-solving, communication, and organizational skills.
• Proficiency in Microsoft Office Suite; knowledge of RBC systems is an asset.

Benefits: Competitive compensation, bonuses, flexible benefits, development support, and a collaborative culture.

Application Details: Deadline June 6, 2025. Applications accepted until 11:59 PM the day before the deadline.

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