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Calgary, Alberta Contract Posted: Thursday, 12 October 2017

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top performing Financial Planner, 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.

The work environment is a combination of home office and branch, depending on the needs of the Financial Planner, Investment and Retirement Planning.

This position is in the Calgary Northwest market.

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
  • 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?


  • 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, Powerpoint, Excel, Outlook and Marketing Central
  • Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

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

About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's 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.

Inclusion and Equal Opportunity Employment
RBC 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.


City: Calgary
Address: Home Office and Branch
Work Hours/Week: up to 37.5 (flexible for full or part time)
Work Environment: Your Home Office
Employment Type: Permanent
Career Level: Entry Level
Pay Type: Hourly
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 2017-10-22
Req ID: 148305

Calgary, Alberta, Canada
2017-10-12 8:38:27 PM

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