Financial Planner Investment Retirement Planning Assistant Jobs Vacancy in Rbc Vancouver
- Financial Planner Investment Retirement Planning Assistant
- Vancouver BC
- 13 Jan, 2018 30+ days ago
Rbc Vancouver urgently required following position for Financial Planner Investment Retirement Planning Assistant. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.
Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.
Financial Planner Investment Retirement Planning Assistant Jobs Vacancy in Rbc Vancouver Jobs Details:
What is the opportunity?
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing 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.
This position will be located at a branch in the Vancouver Downtown and West market. Work environment will be a combination of your home office and prescence at the branch, based on the needs of the Financial Planner, Investment and Retirement Planning.
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, Power Point, 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
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 rbc.com .
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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.
Address: Branch and Home Office
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Entry Level
Pay Type: Salaried
Required Travel (%): 0-25
People Manager: No
Application Deadline: 2018-01-28
Req ID: 154580
Posting Notes: [[mfield1]]