Investment and Retirement Planning (IRP) Associate

rbc; Russell; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Flexible benefits

Job summary

RBC in Russell-Binscarth, MB is seeking an Investment and Retirement Planning Associate to provide direct support to Financial Planners, helping prep meetings, complete simple investment referrals, and enhance the client experience in branches or via phone and email.

You will collaborate across the organization to identify client needs, manage priorities, and uphold due diligence while contributing to the team's growth and market share.

Qualifications

• Must-have Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
• Prior experience in investments.
• Demonstrated success managing competing priorities in a fast-paced environment and strong problem-solving skills.
• IT literacy including Microsoft Office and digital tools.

Responsibilities

• Assist with preparations for client meetings and referrals to investment solutions and partners.
• Maintain a superior level of client experience in branches or by phone/email.
• Provide support to client requests and ensure documentation accuracy with follow-ups.
• Leverage routines to complete client tasks efficiently and identify improvement areas.
• Identify client needs, make referrals, and track progress against the team’s annual plan.
• Follow policies and procedures to manage operational risk and support planners.

Skills

Mutual funds accreditation

Investments experience

IT literacy

Communication skills

Multi-tasking

Collaboration

Tools

Microsoft Office

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?

• 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:
181 MAIN ST N:RUSSELL-BINSCARTH City:
Russell-Binscarth Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2026-10-19 Application Deadline:
2026-11-01 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.

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