Job Description
Start your career in financial services with RBC as an Investment and Retirement Planning Associate. This role provides essential support to Financial Planners while enhancing client experiences and expanding service offerings.
As an Investment and Retirement Planning Associate, you will assist Financial Planners with client meeting preparations and investment solution fulfillment. Your role requires collaborating with various teams to provide superior service to clients across channels. You will leverage your skills to enhance operational efficiency and contribute to growing the team’s client base.
Key Responsibilities:
• Assist Financial Planners in preparing for client meetings
• Maintain high standards of client service and engagement
• Act as point of contact for client inquiries and concerns
• Identify opportunities for improving client task management
• Support administrative tasks and proactive client outreach
Requirements:
• Proficiency in Cantonese/...
As an Investment and Retirement Planning Associate, you will assist Financial Planners with client meeting preparations and investment solution fulfillment. Your role requires collaborating with various teams to provide superior service to clients across channels. You will leverage your skills to enhance operational efficiency and contribute to growing the team’s client base.
Key Responsibilities:
• Assist Financial Planners in preparing for client meetings
• Maintain high standards of client service and engagement
• Act as point of contact for client inquiries and concerns
• Identify opportunities for improving client task management
• Support administrative tasks and proactive client outreach
Requirements:
• Proficiency in Cantonese/...