Part-Time Investment Planner Assistant - Client Support

RBC; Alberta; Hybrid; CAD 60,000 - 80,000; Part time

Job summary

A leading financial institution in Alberta is seeking a Financial Planner, Investment and Retirement Planning Assistant. You will support a top producing Financial Planner by managing client contact requests and ensuring operational efficiency. The role involves a combination of branch and home office work. Ideal candidates will have strong organizational skills, problem-solving abilities, and proficiency in Microsoft Office. This part-time position offers a comprehensive rewards program, and opportunities for professional development.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Coaching and development opportunities

Qualifications

• Strong skills in problem solving and sense of urgency.
• Excellent oral and written communication skills.
• Ability to multi-task and prioritize effectively.

Responsibilities

• Provide responsive service to client requests.
• Manage office routines for efficiency.
• Develop relationships with service partners.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Marketing Central

Job description

A leading financial institution in Alberta is seeking a Financial Planner, Investment and Retirement Planning Assistant. You will support a top producing Financial Planner by managing client contact requests and ensuring operational efficiency. The role involves a combination of branch and home office work. Ideal candidates will have strong organizational skills, problem-solving abilities, and proficiency in Microsoft Office. This part-time position offers a comprehensive rewards program, and opportunities for professional development.