Investment and Retirement Planning Associate

Job description

What is the opportunity?
We have an exciting opportunity for an Investment and Retirement Planning Associate to support the Investment Retirement Planner (IRP) in meeting sales objectives and related activities by providing administrative service and support. The successful applicant must be mobile to work at several locations in Winnipeg, if needed as well as at their home office.
What will you do?
Provide superior, proactive and responsive client contact management through telephone, fax and e-mail requests. Lead office routines to ensure efficiency is maintained through availability of equipment and supplies. Gather and prepare material required for presentations, meetings, marketing initiatives, etc. Develop management of files and records.
What do you need to succeed?
Must-have
Strong computer skills in Microsoft Office including Word, Power Point, Excel and Outlook. Excellent communications skills, oral/written skills. Strong skills in problem solving. Strong customer service, listening and understanding skills. Resourceful and able to work independently.
Nice-to-have
Knowledge of Royal Bank systems including Sales & Service Platform, RBCNet would be an asset.
Familiar with procedures applicable to payroll, compensation tracking, and the scripting of clients and client business.
Knowledge of investment industry an asset.
Familiar with procedures relative to investment documentation, anti-money laundering etc.
The ability to develop relationships with service partners , to are adhere to operational guidelines and for transactions to be processed.
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.
Flexible work/life balance options.
Opportunity to take on progressively greater accountabilities
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JOB SUMMARY
City: Winnipeg
Address: Your Home Office
Work Hours/Week: 21.5
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: 04/11/2021
Platform: Personal & Commercial Banking
Req ID: 342057
Ad Code(s):

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