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Assistant, financial planner, investment and retirement planning


This is a Part-time position in Gatineau, QC posted February 5, 2020.

Assistant, Financial Planner, Investment and Retirement PlanningGatineau*The selected candidate must be comfortable with proactive callsThe selected candidate must master English and French* The selected candidate can work from home 50% of the schedule.What is the opportunity?The administrative assistant will support one 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 sitesEnsures 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 readEnsures FPIRP’s diary is effectively time managed to create capacity for all required activitiesWhat do you need to succeed ?Must-haveTo 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 trustCompetencies, Aptitudes and ExperienceWell organized with the ability to multi-task and prioritizeEnergetic and enthusiastic team player who pays attention to detailStrong computer skillsGreat sense of initiativeExperience in administration or secretarial tasks is an important assetBilingualism French and English (written and spoken)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 applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamAbout RBCRoyal Bank of Canada is Canadas largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North Americas 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 Career AlertsStay 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 Inclusion and Equal Opportunity EmploymentRBC 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 SUMMARYCity: GatineauAddress: À déterminerWork Hours/Week: 37.5Work Environment: Branch and Home OfficeEmployment Type: PermanentCareer Level: Entry LevelPay Type: SalariedRequired Travel (%): 0Exempt/Non-Exempt: N/APeople Manager: NoApplication Deadline: 02/21/2020Req ID: 199781Posting Notes: