IRP Assistant

Royal Bank of Canada; Montreal; On-site; CAD 42,000 - 55,000; Full time

Job summary

Royal Bank of Canada in Montréal is seeking an Administrative Assistant to support top producing Financial Planners, Investment and Retirement Planning. You will handle client contact management, prepare documents for presentations, and assist with marketing initiatives.

You will manage FPIRP's email, diary, and ensure timely responses, with a focus on responsive service, organization, and collaboration in a fast-paced environment.

Qualifications

• Proven experience supporting professionals in financial services or similar environment.
• Strong organizational and multitasking abilities.
• Excellent communication and client service skills.

Responsibilities

• Supports Financial Planners with administrative tasks and material preparation.
• Manages FPIRP's emails and calendar to optimize time.
• Prepares materials for presentations and marketing initiatives.
• Maintains client communication and processes in a timely manner.

Skills

Bilingual English/French

Administrative support

Customer service

Calendar management

Microsoft Office

Education

High school diploma or equivalent

Tools

MS Office

CRM systems

Job description

What is the opportunity?

The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

What will you do?

• Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
• Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.
• Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read
• Ensures FPIRP's diary is effectively time managed to create capacity for all required activities

What do you need to succeed?

Must-have

• To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.
• You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust.
• You must be extremely well organized with the ability to multi-task and prioritize.
• You are an energetic and enthusiastic team player who pays attention to detail.
• Strong computer skills
• Great sense of initiative
• Experience in administration or secretarial tasks is an important asset.
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Additional Job Details

Address: 2641 AV VAN HORNE, FLOOR 2:MONTRÉAL City: Montréal Country: Canada

Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried

Posted Date: 2026-10-29 Application Deadline: 2026-11-12 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.