Royal Bank of Canada
Job title:
Investment and Retirement Planning (IRP) Associate
Company
Royal Bank of Canada
Job description
Job Summary
Job Description
hat is the opportunity?
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.
What will you do?
Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact
What do you need to succeed?
Must-have
Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Previous experience in investments
Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
IT literacy including the Microsoft Office suite of products, and digital knowledge
Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Ability to work both independently and in a team environment, demonstrating strong collaboration skills
Nice-to-have
Proven track record of building rapport and developing client relationships
Experience in proactive retail sales
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 competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
Opportunity to achieve great success and grow your career with RBC
Job Skills Client Centricity, Collaboration, Critical Thinking, Curiosity
Additional Job Details
Address: 140 SASKATCHEWAN AVE E:PORTAGE LA PRAIRIE
City: PORTAGE LA PRAIRIE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-02-16
Application Deadline: 2024-02-27
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expected salary
Location
Portage la Prairie, MB
Job date
Sun, 18 Feb 2024 07:42:53 GMT
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