Associate, Investment and Retirement Planning

What is the opportunity

As an Investment and Retirement Planning (IRP) Associate you provide direct client and sales support to the Financial Planners Investment and Retirement Planning to enable them to focus on planning advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning Investment and Retirement Planning Team you bring innovative ideas to grow market share and enrich the success of the team.

What will you do

• Enable Financial Planners Investment and Retirement Planning by assisting with preparations for client meetings and supporting the fulfilment of simple investment solutions and referrals to appropriate partners

• Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email

• Provide support to client requests act as a point of contact for client concerns and ensure accuracy of documentation with follow-ups as required

• Leverage routines to ensure efficient and effective completion of client tasks identifying areas for improvement to realize efficiencies

• Maximize opportunities to effectively identify client needs make referrals acquire new investment clients and assets and track and review progress against the teams annual plan

• Exercise due diligence in following all policies and procedures and identity/correct areas of operational risk

• Support Financial Planners Investment and Retirement Planning with administrative activities and proactive client contact

What do you need to succeed

Must-have

• Mutual Funds accreditation (e.g. Investment Funds in Canada or the Canadian Securities Course)

• Previous experience in investments

• Demonstrated success working in a fast paced environment with the ability to manage competing priorities as well as multi-tasking and problem-solving skills

• IT literacy including the Microsoft Office suite of products and digital knowledge

• Excellent communication skills including the ability interact with partners effectively in person via email and on the phone

• Flexibility eagerness to learn strong personal ethics and a hunger for success

• Ability to work both independently and in a team environment demonstrating strong collaboration skills

Nice-to-have

• Proven track record of building rapport and developing client relationships

• Experience in proactive retail sales

Whats 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

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.