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Job Responsibilities : Assistant to Financial Planner, Investment and Retirement Planning

Salary : 19 per hour

Company : RBC

Location : Temporarily remote

What will you do?

  • Make proactive client phone calls on behalf of the Investment and Retirement Planner
  • Consistently provide superior responsive service to client e-mail and telephone requests
  • Be familiar with key referral sources and have strong organizational awareness
  • Demonstrate personal commitment to ensure skills and knowledge are up-to-date
  • Consistently provide superior responsive service to client requests in order to build customer loyalty and trust

What do you need to succeed?


Must-have

  • You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
  • Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and proactivity
  • Excellent oral and written communication skills
  • Resourcefulness and able to work independently
  • Be extremely well organized with the ability to multi-task and prioritize
  • You are an energetic and enthusiastic team player who pays attention to detail
  • Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
  • Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

Click Here : Apply Now

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