Job Description
Job Summary
Job Description
What is the opportunity?
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.
Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning.
Mandarin language skills considered an asset.
What will you do?
Consistently provide superior responsive service to client fax/e-mail/telephone requests
Consistently provide superior responsive execution and delivery of client transactions/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 pro-activity
Excellent communication skills, oral/written skills, good business writing
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
Mandarin language skills
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
Job Skills
Additional Job Details
Address:
6400 NO 3 RD:RICHMOND
City:
RICHMOND
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-01-15
Application Deadline:
2026-04-20
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion 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.
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 Description
What is the opportunity?
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.
Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning.
Mandarin language skills considered an asset.
What will you do?
Consistently provide superior responsive service to client fax/e-mail/telephone requests
Consistently provide superior responsive execution and delivery of client transactions/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 pro-activity
Excellent communication skills, oral/written skills, good business writing
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
Mandarin language skills
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
Job Skills
Additional Job Details
Address:
6400 NO 3 RD:RICHMOND
City:
RICHMOND
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-01-15
Application Deadline:
2026-04-20
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion 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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planner, Investment & Retirement Planning Assistant position is now open for candidates interested in the Work from home Jobs sector. This role in Richmond offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.