Investment and Retirement Planning Assistant

RBC; Russell; Hybrid; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Total rewards

Flexible benefits

Competitive compensation

Coaching opportunities

Job summary

RBC in Russell, Manitoba is looking for a Financial Planner, Investment and Retirement Planning Assistant to support the Financial Planner by delivering value-added admin services and handling client requests. You will manage client contact via phone, fax and email, prepare materials for meetings and marketing, and coordinate with service partners to ensure efficient processing.

The role blends home office and branch work, with emphasis on responsive service, organized file management and timely

Qualifications

• Minimum 2 years of demonstrated excellence in a service and sales support role
• Exceptional customer service skills
• Excellent oral and written communication, strong business writing
• Strong organizational skills with multi-tasking and prioritization
• Strong computer skills in Microsoft Office (Word, PowerPoint, Excel, Outlook)

Responsibilities

• Provide superior responsive service to client fax, e-mail and telephone requests
• Ensure accurate execution and delivery of client transactions/requests
• Identify key referral sources and maintain organizational awareness
• Maintain up-to-date skills and knowledge through ongoing learning
• Respond quickly to client requests to build loyalty and trust

Skills

Customer service

Communication skills

Organization

MS Office

Digital tools

Tools

RBCNet

Sales & Service Platform

CRM

Job description

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support atop producing Financial Planner, Investment and Retirement Plannerin meeting sales objectives and related activities by providing value added administrative service and support.You will provide responsive client contact management through telephone, fax and e-mail requests, as well as, develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. You manage office routines to ensure efficiency is maintained through availability and effective management of files and records by gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

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

What will you do?

• 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 in order to build customer loyalty and trust

What do you need to succeed?

Must-have

• Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests
• Exceptional customer service skills
• Excellent communication skills, oral/written skills, good business writing
• Strong organizational skills with the ability to multi-task and prioritize
• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook
• Experience with emerging communications and technology (i.e., web based meetings,social media, digital banking, and mobile applications)

Nice-to-have

• Resourcefulness and able to work independently
• Energetic and enthusiastic team player who pays attention to detail
• Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
• Strong problem solving skills with a sense of urgency
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered 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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Additional Job Details

Address:

181 MAIN ST N:RUSSELL-BINSCARTH

City:

Russell-Binscarth

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & Service Platform  COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-15

Application Deadline:

2026-10-29

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.