Investment and Retirement Planning Assistant

RBC; Richmond; Hybrid; CAD 42,000 - 65,000; Part time

Benefits offered by this job

Total Rewards program

Coaching and development opportunities

Collaborative culture

Job summary

RBC is seeking an Investment and Retirement Planning Assistant to support a top producing Financial Planner, delivering responsive administrative service and client contact management by phone, fax, and email. The role focuses on efficient processing of transactions and building relationships with service partners, with flexibility for home office work and occasional branch presence.

Mandarin/Cantonese language skills are required, and the position emphasizes organization, multi-tasking, and

Qualifications

• Sales-oriented, self-motivated, thrive in a fast-paced environment.
• Strong problem solving and sense of urgency; customer service, listening, and teamwork.
• Excellent communication skills, including business writing.
• Resourceful, able to work independently.
• Highly organized with ability to multi-task and prioritize.
• Energetic, detail-oriented team player.

Responsibilities

• Provide superior responsive service to client requests via fax, e-mail, and phone.
• Execute and deliver client transactions/requests efficiently.
• Build relationships with service partners to ensure compliant processing.
• Manage office files and records for efficiency.
• Prepare materials for meetings, presentations, and marketing initiatives.

Skills

Sales oriented

Communication skills

Organizational skills

Multitasking

Customer service

Problem solving

Independent worker

Team player

Attention to detail

MS Office

RBCNet

Sales & Service Platform

Tools

Sales & Service Platform

RBCNet

Job description

Job Description

What is the opportunity?

As an 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.

Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning.

Mandarin/Cantonese language skills required.

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
• Mandarin/Cantonese language skills

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

Additional Job Details

Address:

6400 NO 3 RD:RICHMOND

City:

Richmond

Country:

Canada

Work hours/week:

20

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-15

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.