The role of Investment and Retirement Planning Associate will support the Financial Planners. It involves enhancing client experience with seamless planning and value-added service. This position is primarily about helping advisors to work more on the client’s strategy, advice, and long-term relationships.
At Royal Bank of Canada, the work environment is characterized by respect, cooperation, and inclusion. You will be among the people who see the value of the new ideas and work to form partnerships with the clients and lead them to success.
Royal Bank of Canada is one of the world’s most trusted financial institutions. If you want a place where your contribution, growth, and success are guaranteed, then check the job posting below for more details.
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Employer Details
Company Name : Royal Bank of Canada
Location : Winkler, Manitoba, CA
Salary : $70,091 per year
Job Type : Full-Time
Start Date: As soon as possible
Benefits : Total Rewards Program, bonuses, competitive compensation with flexible benefit programs, various incentives, opportunities at career growth, an inclusive and diverse work environment.
Job Description
- As a member of the Investment & Retirement Planning team, your primary responsibility will be to support the Financial Planners in providing excellent service to their clients and in improving the overall planning experience.
- Involves taking client calls and performing daily tasks to allow the advisors to fully concentrate on forming bonds and increasing the existing relationship.
- Connecting clients with suitable Royal Bank of Canada partners who will financially assist them in achieving their goals.
- This is a full-time position with a salary (37.5 hours/week) located in Winkler, within the Personal & Commercial Banking department.
- You will also be involved in the daily practices and team projects aimed at increasing efficiency, client satisfaction, and the team’s success as a whole.
Responsibilities
- Financial Planners will be supported by performing the preparation of client meetings and providing help with simple investment solutions and referrals.
- Client experience will be strengthened in-branch, via phone, and through emails.
- Client requests will be processed, concerns will be resolved, and documentation will be done accurately with follow-ups.
- Client tasks will be finished in an efficient manner by established routines; process improvement areas will be pointed out.
- Client needs will be identified, quality referrals will be made, new investment clients/assets will be acquired, and progress will be tracked toward the team goals.
- All policies and procedures must be followed, and operational risk areas corrected.
- Administrative and proactive client-contact support will be provided to Financial Planners
Requirements
- Proficiency in English AND Russian OR German.
- Mutual Funds accreditation (e.g., Investment Funds in Canada or Canadian Securities Course).
- Prior investment experience.
- Ability to thrive in a challenging and rapidly changing environment with good multitasking and problem-solving skills.
- IT literacy including Microsoft Office and digital tools.
- Excellent communication and partner interaction skills.
- A proven ability to develop strong client relationships.
- Experience in active sales in the retail market
How to Apply ?
If you are interested and eligible for the job, you can click here to know more about the post and apply at Royal Bank of Canada.