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Résumé du poste

The associate provides direct sales and client support to Financial Planners to facilitate advice activities and new client acquisition. They also manage client requests, ensure documentation accuracy, and identify opportunities to meet client investment needs.

Détails du poste

Job Description 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 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 competitive compensation, bonuses, and flexible benefits Continued opportunities for career advancement Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities Opportunity to achieve great success and grow your career with RBC Job Skills Additional Job Details Address: 390 BASELINE RD, UNIT 160:STRATHCONA COUNTY City: Strathcona County Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-24 Application Deadline: 2026-09-30 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. Join our Talent Community Stay 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 jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Ce que vous ferez

The associate provides direct sales and client support to Financial Planners to facilitate advice activities and new client acquisition. They also manage client requests, ensure documentation accuracy, and identify opportunities to meet client investment needs.

Exigences

Candidates must hold a Mutual Funds accreditation such as the Canadian Securities Course or Investment Funds in Canada. Previous experience in investments and proficiency with Microsoft Office are required for this role.

Avantages

• Competitive compensation • Bonuses • Flexible benefits • Career advancement opportunities • Coaching and development

Compétences indiquées

• Collaboration · Souhaitée
• Multi-Tasking · Souhaitée
• Financial planning · Souhaitée
• Microsoft Office · Souhaitée
• Communication Skills · Souhaitée
• Relationship Building · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment planning
• Retirement planning
• Client support
• Sales support
• Financial planning
• Mutual funds accreditation
• Problem resolution
• Microsoft Office
• Communication skills
• Multi-tasking
• Relationship building
• Retail sales
• Operational risk management
• Documentation accuracy
• Collaboration
• Communication
• Planning
• Problem Solving
• Innovation
• Investments
• Ethical Standards And Conduct
• Coaching
• Willingness To Learn
• Multitasking
• Financial Planning
• Retail Sales
• Due Diligence
• Market Share
• Workplace Inclusivity
• Commercial Banking
• Rapport Building
• Sales Support
• Operational Risk
• Securities (Finance)
• Retirement Planning

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Investment Associate
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers