Investment and Retirement Planning Associate

RBC; Ottawa; On-site; CAD 35,000 - 48,000; Part time

Benefits offered by this job

Total Rewards Program

Career advancement opportunities

Collaborative, high-performing team

World-class tools and coaching

Job summary

RBC in Ottawa is seeking an Investment and Retirement Planning Associate to provide direct client and sales support to Financial Planners and Investment and Retirement Planning teams. You will help prepare for client meetings, support simple investment solutions, and referrals while maintaining excellent client service across branches, phone, and email.

The role emphasizes collaboration across partners, processing client requests, and ensuring accurate documentation, with opportunities to grow

Qualifications

• Mutual funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).
• Experience in investments.
• Ability to manage competing priorities in a fast-paced environment and multi-tasking skills.
• IT literacy including the Microsoft Office suite and digital tools.

Responsibilities

• Assist Financial Planners by preparing for client meetings and supporting simple investment solutions and referrals.
• Maintain high levels of client experience in branches and via phone/email.
• Provide support to client requests, resolve issues, and ensure documentation accuracy with follow-ups.
• Leverage routines to complete client tasks efficiently and identify areas for improvement.
• Identify client needs, make referrals, acquire new investment clients and assets, and track progress against plans.
• Follow policies and address operational risk.
• Support planners with administrative activities and proactive client contact.

Skills

Mutual Funds accreditation

Investments experience

Multi-tasking

IT literacy

MS Office proficiency

Strong communication

Team collaboration

Independent work

Tools

Microsoft Office

Job description

Job Description

As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What is the opportunity?

What will you do?

• Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
• Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
• Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan
• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
• Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

What do you need to succeed?

Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Previous experience in investments
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have

• Proven track record of building rapport and developing client relationships
• Experience in proactive retail sales

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 competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
• Opportunity to achieve great success and grow your career with RBC

Additional Job Details

Address:

2212 BANK ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

18

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-29

Application Deadline:

2026-11-04

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.