Investment and Retirement Planner Assistant

0000050007 Royal Bank of Canada; Fort McMurray; Hybrid; CAD 60,000 - 80,000; Part time

Job summary

A leading financial institution in Fort McMurray is seeking an Investment and Retirement Planner Assistant. This part-time role involves supporting a Financial Planner in managing client relationships and processing transactions. Candidates should possess strong sales orientation, communication skills, and a commitment to customer service. A competitive compensation package and flexible benefits are included.

Benefits

Flexible benefits

Competitive compensation

Development opportunities

Qualifications

• Strong sales-oriented and self-motivated individual.
• Excellent communication skills, both oral and written.
• Ability to prioritize and multi-task effectively.

Responsibilities

• Support a Financial Planner in achieving sales objectives.
• Manage client contact through various communication methods.
• Ensure efficiency in office routines and records management.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook)

Sales & Service Platform

RBCNet

Job description

Investment and Retirement Planner Assistant page is loaded

Investment and Retirement Planner Assistant

Apply locations WOOD BUFFALO, Alberta, Canada time type Part time posted on Posted 2 Days Ago time left to apply End Date: August 22, 2025 (11 days left to apply) job requisition id R-0000130428

Job Description

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 in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.

What will you do?

• Consistently provide superior responsive service to client fax/e-mail/telephone requests
• Consistently provide superior responsive execution and delivery of client transactions/requests
• Be familiar with key referral sources and have strong organizational awareness
• Demonstrate personal commitment to ensure skills and knowledge are up-to-date
• Consistently provide superior responsive service to client requests in order to build customer loyalty and trust

What do you need to succeed?

Must-have

• You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
• Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
• Excellent communication skills, oral/written skills, good business writing
• Resourcefulness and able to work independently
• Be extremely well organized with the ability to multi-task and prioritize
• You are an energetic and enthusiastic team player who pays attention to detail
• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

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 and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

106 MILLENNIUM DR:FORT MCMURRAY

City:

Fort Mcmurray

Country:

Canada

Work hours/week:

15

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-13

Application Deadline:

2025-08-22

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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About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact .