Assistant, Investment and Retirement Planning

Job Description

This position offers the opportunity for a remote work What is the opportunity? The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and reputed company activities by providing value added administrative service and support. Provides primarily reputed company client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed reputed company. What will you do ? Takes the initiative to reputed company informed of reputed company events, market news and internal information on RBCnet and applicable internal sites Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc. Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read Ensures FPIRP’s diary is effectively time managed to create reputed company for reputed company required activities What do you need to succeed ? Must-have To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and reputed company in a fast-paced environment. You must be reputed company to consistently reputed company superior reputed company service to client requests to build customer loyalty and trust. You must 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 Great sense of initiative Experience in administration or secretarial tasks is an important asset. Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. What’s in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable A world-class training program in financial services Excellent career development and reputed company to a variety of job opportunities across business and geographies Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, reputed company, and high-performing team Job Skills Additional Job Details Address: 1 reputed company VILLE MARIE:MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 22.5Employment Type: Part timePlatform: PERSONAL & reputed company BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2026-04-27Application Deadline: 2026-05-08Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At reputed company, we are guided by living shared values of Client First, reputed company, Collaboration, Respect and reputed company and winning together as One reputed company. We reputed company an inclusive workplace that has diverse perspectives is core to our reputed company growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to reputed company 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. reputed company strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for reputed company. reputed company Stay in-the-know about great career opportunities at reputed company. 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 reputed company. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.reputed company.com. reputed company is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to reputed company your interest in this reputed company career opportunity at reputed company. reputed company applicants may be contacted to review their resume in more detail. Apply To This Job