Investment and Retirement Planning Associate

Job Description

What is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planner, 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:

800 FAIRVILLE BLVD:

SAINT JOHN

City:

Saint John

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion 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.

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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 lified applicants may be contacted to review their resume in more detail.