What is the opportunity?
As a (Part time 15 hours/week) Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. You will provide responsive client contact management through telephone, fax and e-mail requests, as well as, develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. You manage office routines to ensure efficiency is maintained through availability and effective management of files and records by 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
What will you do?
Provide superior responsive service to client fax, e-mail and telephone requests
Provide superior responsive execution and delivery of client transactions/requests
Determine key referral sources and have strong organizational awareness
Demonstrate personal commitment to ensure skills and knowledge are up-to-date
Respond quickly to client requests in order to build customer loyalty and trust
What do you need to succeed?
Must-have
Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests
Exceptional customer service skills
Excellent communication skills, oral/written skills, good business writing
Strong organizational skills with the ability to multi-task and prioritize
Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook
Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)
Nice-to-have
Resourcefulness and able to work independently
Energetic and enthusiastic team player who pays attention to detail
Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
Strong problem solving skills with a sense of urgency
Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset
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 and competitive compensation
Leaders who support your development through coaching and managing opportunities
A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
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.
JOB SUMMARY
City: Waterdown
Address: 304 Dundas St E
Work Hours/Week: 15
Work Environment: Your Home Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 03/08/2021
Platform: Personal & Commercial Banking
Req ID: 328240
Ad Code(s):