Assistant, Financial Planner, Investment and Retirement Planning

RBC - Gatineau, QC (11 months ago)

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  • The selected candidate must be comfortable with proactive calls
  • The selected candidate must master English and French
  • The selected candidate can work from home 50% of the schedule.
What is the opportunity?

The administrative assistant will support one top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support, provides primarily responsive client contact management, develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

What will you do ?

Takes the initiative to keep informed of current 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 capacity for all required activities

What do you need to succeed ?


To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment

You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust

Competencies, Aptitudes and Experience

Well organized with the ability to multi-task and prioritize
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 French and English (written and spoken)

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, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Excellent career development and access 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, progressive, and high-performing team

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. For more information, please visit

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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: Gatineau
Address: À déterminer
Work Hours/Week: 37.5
Work Environment: Branch and Home Office
Employment Type: Permanent
Career Level: Entry Level
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 02/21/2020
Req ID: 199781

Posting Notes: