Investment & Retirement Planning Assistant

RBC; Chilliwack; Hybrid; CAD 40,000 - 56,000; Part time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Job summary

RBC in Canada is seeking an Investment and Retirement Planning Assistant to support our Financial Planner and Investment teams with administrative services, client communications, and transaction processing. The role can operate from a home office and branch, with a focus in the Abbotsford and Chilliwack market.

You will help manage files, prepare materials for meetings, and support sales objectives. The ideal candidate will have strong service and sales support experience, excellent

Qualifications

• Minimum 2 years in a service and sales support role coordinating with a sales team.
• Exceptional customer service skills.
• Excellent written and spoken communication; strong business writing.
• Strong organizational skills with ability to multi-task and prioritize.
• Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
• Experience with web-based meetings, social media, digital banking, and mobile apps.

Responsibilities

• 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.

Skills

Customer service

Communication

Organizational skills

Multi-tasking

Sales support

RBC systems knowledge

Tools

Microsoft Office

RBCNet

Sales & Service Platform

Job description

Job Description

As an 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, 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 Abbotsford and Chilliwack Market.

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

Additional Job Details

Address:

9296 MAIN ST:CHILLIWACK

City:

Chilliwack

Country:

Canada

Work hours/week:

20

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-09

Application Deadline:

2026-11-30

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.