More jobs:
Job Description & How to Apply Below
Elevate client engagement as an Investment and Retirement Planning Associate with RBC in Winnipeg. Support Financial Planners in delivering tailored solutions to enhance client experiences and drive investment growth.
As an integral part of the Financial Planning Team, you'll facilitate client meetings, manage referrals, and ensure flawless documentation.
Your role focuses on fulfilling investment solutions efficiently while identifying areas for enhancement. Collaborate with various partners to address client goals effectively and expand the team's network.
Key Responsibilities:
• Assist Financial Planners with client meeting preparations
• Maintain superior client service via branches and digital channels
• Act as a point of contact for client inquiries and issues
• Identify client needs and track progress against team goals
• Support administrative tasks and proactive client outreach
Requirements:
• Mutual Funds accreditation or relevant certification
• Proven experience in the investment field
• Strong multitasking and problem-solving capabilities
• Proficiency in Microsoft Office and digital tools
• Excellent communication and collaboration skills
Utilize your problem-solving skills and IT proficiency to enhance client services at RBC in Winnipeg.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×