Financial Planner, Investment & Retirement Planning Assistant

Job title:

Financial Planner, Investment & Retirement Planning Assistant

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionPosition PurposeSupports top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.Key Accountabilities:

• Consistently provides superior responsive service to client fax/e-mail/telephone requests
• Consistently provides superior responsive execution and delivery of client transactions/requests
• Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
• Demonstrated personal commitment to ensure skills and knowledge are up-to-date

Knowledge/Experience:

• To support the position of a mobile Financial Planner, Investment and Retirement Planning you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
• Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
• Excellent communication skills, oral/written skills, good business writing
• Resourceful and able to work independently is required
• You must be able to consistently provide superior responsive service to client requests in order 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 in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
• Strong knowledge of the mortgage process and Home Financing products is an asset
• Credit experience
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

Job SkillsAdditional Job DetailsAddress: 6400 NO 3 RD:RICHMONDCity: RICHMONDCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2024-09-18Application Deadline: 2024-10-02Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Richmond, BC

Job date

Fri, 20 Sep 2024 07:33:19 GMT

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