Assistant, Financial Planner, Investment and Retirement Planning 1

Assistant, Financial Planner, Investment and Retirement Planning 1

Assistant, Financial Planner, Investment and Retirement Planning 1

Job Overview

Location
Quebec, Quebec
Job Type
Part Time Job
Job ID
59735
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
105

Job Description

What is the opportunity?

 The administrative assistant will support top producing Financial Planner, 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 in order to build customer loyalty and trust

 

Competencies, Aptitudes and Experience

 

  • Well organized with the ability to multi-task and prioritize
  • 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
  • French is required (spoken and written)

 

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, 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

 

 

 

 

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

 

Get Career Alerts
Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts  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 rbc.com/careers

 

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

 

 

JOB SUMMARY

City:  Québec 
Address:  Québec 
Work Hours/Week:  20 
Work Environment:  Your Home Office 
Employment Type:  Permanent 
Career Level:  Entry Level 
Pay Type:  Salaried 
Required Travel (%):  0 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  02/03/2022 
Req ID:  444207

Job ID: 59735

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