Investment and Retirement Planning Associate

Royal Bank of Canada; Ottawa; Sur place; CAD 38 000 - 54 000; Temps partiel

Résumé du poste

Royal Bank of Canada in Ottawa is seeking an Investment and Retirement Planning (IRP) Associate to support Financial Planners and the Investment and Retirement Planning team, enabling them to focus on planning, advice, and acquiring new clients.

You will prepare for client meetings, assist with simple investment solutions and referrals, maintain a superior client experience, verify documentation, and help identify opportunities to grow client assets and strengthen the team’s annual plan.

Qualifications

• Mutual funds accreditation required (e.g., Canadian funds course).
• Experience in investments or investment support roles.
• Ability to manage competing priorities in a fast-paced environment.
• Strong IT skills including Microsoft Office and digital tools.
• Excellent communication with partners, by phone, email, and in person.
• Willingness to learn, adaptable, ethical, and collaborative.
• Ability to work independently and as part of a team.

Responsabilités

• Assist with preparations for client meetings and referrals to partners.
• Maintain a superior client experience across branches and channels.
• Support client requests and ensure documentation accuracy with follow-ups.
• Use routines to complete tasks efficiently and identify improvement areas.
• Identify client needs, make referrals, acquire new investment clients and assets, and track progress against the annual plan.
• Follow policies to manage operational risk and support planners with admin tasks.

Connaissances

Mutual funds accreditation

Investments experience

Multi-tasking

IT literacy

Communication skills

Adaptability

Team collaboration

Independent work

Description du poste

Job Description

What is the opportunity? 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 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.