Hybrid Investment & Retirement Planning Assistant

Royal Bank of Canada; Chilliwack; Hybrid; CAD 36,000 - 48,000; Part time

Benefits offered by this job

Total rewards program including bonus

Leadership and development support

Collaborative culture

Job summary

Royal Bank of Canada is seeking an Investment and Retirement Planning Assistant in the Abbotsford and Chilliwack market. You will support a top-producing Financial Planner by delivering high-quality administrative service, managing client contacts by phone, fax and email, and coordinating with service partners to ensure smooth transactions.

The role combines home office and branch work, with 20 hours per week in Canada’s Abbotsford/Chilliwack area.

Qualifications

• Minimum 2 years in a service and sales support role collaborating with a sales team
• Exceptional customer service skills
• Excellent communication skills, oral and written
• Strong organizational skills with ability to multi-task and prioritize
• Strong computer skills in Microsoft Office including Word, PowerPoint, Excel, Outlook
• Experience with emerging communications and technology (e.g., web meetings, social media, digital banking, mobile apps)

Responsibilities

• Provide superior responsive service to client fax, e-mail and telephone requests
• Provide superior responsive execution and delivery of client transactions/requests
• Determine key referral sources and have strong organizational awareness
• Demonstrate personal commitment to ensure skills and knowledge are up-to-date
• Respond quickly to client requests to build customer loyalty and trust

Skills

Customer service

Communication

Organization

Microsoft Office

PowerPoint

Excel

Outlook

Phone & email support

Tools

Microsoft Office

Job description

Royal Bank of Canada is seeking an Investment and Retirement Planning Assistant in the Abbotsford and Chilliwack market. You will support a top-producing Financial Planner by delivering high-quality administrative service, managing client contacts by phone, fax and email, and coordinating with service partners to ensure smooth transactions.

The role combines home office and branch work, with 20 hours per week in Canada’s Abbotsford/Chilliwack area.