Investment and Retirement Planning Assistant

RBC; Surrey; Hybrid; CAD 30,000 - 45,000; Part time

Job summary

A leading Canadian bank seeks an Investment and Retirement Planning Assistant in Surrey. This part-time role involves supporting a Financial Planner with client transactions and administrative tasks. Fluency in Mandarin is required, alongside exceptional customer service and strong organizational skills. The position offers flexible work arrangements and competitive compensation.

Benefits

Competitive compensation

Flexible benefits

Professional development

Collaborative culture

Qualifications

• Minimum 2 years of experience in a service and sales support role.
• Strong problem solving skills with a sense of urgency.
• Experience with emerging communications and technology.

Responsibilities

• Provide superior responsive service to client requests.
• Manage office routines and ensure efficiency.
• Develop relationships with service partners.

Skills

Exceptional customer service skills

Excellent communication skills

Strong organizational skills

Strong computer skills in Microsoft Office

Mandarin language skills (fluency)

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook)

Job description

Overview

What is the opportunity?
As an Investment and Retirement Planning Assistant, you support a Financial Planner, Investment and Retirement Planning in 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 in the South Surrey/Delta Market. Mandarin language skills (fluency) required.

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)
• Mandarin language skills (fluency)

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.

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity, Mandarin Chinese Language

Additional Job Details

Address: 15795 CROYDON DR:SURREY

City: Surrey

Country: Canada

Work hours/week: 20

Employment Type: Part time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-23

Application Deadline: 2025-10-14

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. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.