Investment and Retirement Planner Assistant

Royal Bank of Canada; Fort McMurray; Hybrid; CAD 25,000 - 39,000; Part time

Job summary

Royal Bank of Canada in Fort McMurray is seeking a part-time Investment and Retirement Planning Assistant to support a top producing Financial Planner. You will handle responsive client contact, manage files, and prepare materials for presentations and meetings, helping meet sales objectives with proactive administrative service.

This role combines branch and home office work, offering exposure to client requests, referrals, and coordination with service partners.

Qualifications

• Sales-oriented, self-motivated, and thrive in a fast paced environment.
• Strong problem solving, sense of urgency, and customer service focus.
• Excellent communication skills, both oral and written.
• Resourceful, independent, highly organized and able to multi-task.
• Energetic team player with attention to detail.
• Proficient with Microsoft Office and RBC systems.

Responsibilities

• Provide superior responsive service to client requests by fax, e-mail and phone.
• Execute and deliver client transactions/requests accurately and timely.
• Be familiar with key referral sources and maintain organizational awareness.
• Demonstrate commitment to keeping skills and knowledge up-to-date.
• Build customer loyalty and trust through consistent service excellence.

Skills

Sales oriented

Self-motivated

Customer service

Communication

Organizational skills

Multitasking

Attention to detail

Team player

Tools

Microsoft Office

PowerPoint

Excel

Outlook

RBCNet

Sales & Service Platform

Job description

What is the opportunity?

As a 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, Curious Mindset

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: 2026-11-09 Application Deadline: 2026-11-23 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.